Stephen Boswell

Stephen
Boswell
Articles
Stephen and Kevin Show Episode 19: Going 'Viral', Prospect Lead Times
Stephen and Kevin are "back at it again" with Episode 19. They discuss the virality of online video, prospect lead times, and hiding LinkedIn connections.
Why Facebook Activity Matters: From ‘Likes’ to New Clients
Advisors who use Facebook often, connect freely with their clients and engage regularly are more likely to have acquired new clients.
Stephen and Kevin Show Episode 18: Kevin Bacon, Being the Trusted Advisor
In the latest episode of the Stephen and Kevin Show, we discuss six degrees of Kevin Bacon, how to be the "trusted advisor" when your client already has a "trusted advisor", and the secret to getting prospects to your intimate client events.
Stephen and Kevin Show Episode 17: Interview with Tash Elwyn
In this episode we discuss robo-advisors, the future of the industry, and even homestyle BBQ with our special guest Tash Elwyn the President of the Private Client Group at Raymond James.
Ten Questions to Help Advisors Relate to NextGen Investors
Use the following NextGen checkup to assess where you stand.
Stephen and Kevin Show Episode 16: Face Swapping, One Key Affluent Marketing Idea
In this episode we swap faces (not a typo), share ideas for affluent marketing, and how to properly promote recognition - without bragging.
Stephen and Kevin Show Episode 15: COI Reciprocity, Social Lunches, Gym Selfies
In this episode we discuss COIs who don't reciprocate, the power of social lunches, and Stephen shows off a few gym selfies #welcometothegunshow.
A Facebook Lesson From My Grandmothers
Don’t get friend-axed. Use Facebook to build, not hurt your personal brand and to build key relationships.
Stephen and Kevin Show Episode 14: Free Biz. Dev. Plan, Creative Intimate Events Ideas
In this episode we giveaway a 2016 Business Development plan, share our favorite creative intimate event ideas, and discuss whether or not to reach out to clients in volatile markets.
Stephen and Kevin Show Episode 13: More Video Views, Thank You Notes
In this episode we tackle how to increase views on your videos, responding when someone asks 'How's Business?", and some best practices for writing good ol' fashion thank you notes.
Why “Great” is a Terrible Response to “How’s Business?” 1
Your objective is to position yourself as a financial advisor who is client-focused and proactive.
Stephen and Kevin Show Episode 12: Michael Kitces, The Best $200 You Can Spend for New Years
In episode 12 of The Stephen and Kevin show we interview Michael Kitces to get his thoughts on the future of paying for financial advice. Also, find out the best way to spend $200 for the New Year.
Five Rules for Interacting With Other Advisors
Here are the five rules up-and-coming advisors should adhere to regarding advisor-to-advisor interaction.
Stephen and Kevin Show Episode 11: Texting Like a Jerk, Selling in Social Circles
In Episode 11, we discuss how to make sure you aren't texting like a 'jerk', prospecting in small markets, and seamlessly converting social contacts into legitimate business opportunities.
Stephen and Kevin Show Episode 10: Top 3 LinkedIn Sales Tactics
In Episode 10 of the Stephen and Kevin Show, we give you our top 3 LinkedIn sales tactics.
Industry Newsletters
Investment Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×