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May 25, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 28: Five Growth Tips for New Advisors

Are you a new advisor? Or, do you have a new advisor on your team? If so, don't miss this episode. We offer five growth tips for new financial advisors....More
May 5, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 27: 10 Creative Ways to Touch Base With Prospects, iPhone Hack

In episode 27 we share an iPhone hack to free up space and 10 creative ways to touch-base with prospects....More
Apr 29, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 26: Surprise Special Guest, Winning the Mental Game

In episode 26 a surprise special guest pops in (literally), and we discuss the number one obstacle financial advisors face when it comes to growing their practice. Hint: It's totally within your control....More
Apr 21, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 25: The Facebook Edition

In episode 25 we discuss how a personal Facebook account can help you deepen client relationships, find money-in-motion opportunities, and get targeted introductions to prospects....More
Apr 15, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 24: Bill Winterberg, YouTube Strategy, Cybersecurity, Pinball

We're back with special guest Bill Winterberg. We discuss YouTube strategy, Cybersecurity for yourself and clients, and pinball. Enjoy!...More
Mar 28, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 23: Firing Clients, Best Client Gift Ideas, Crowdsourcing Gone Wrong

In our latest episode we discuss how to fire clients, extremely creative surprise and delight ideas, and instances where crowdsourcing goes terribly wrong....More
Mar 21, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 22: 10 Personal Details You Should Know About Your Best Clients

Business is about relationships - we all know it. Building deep relationships involves connecting with clients on a personal level....More
Mar 17, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 21: Tom Kimberly, Betterment Institutional, Robo-Advisors

When most advisors hear the words "robo-advisor" they cringe. They envision direct-to-consumer platforms that have been threatening to disrupt the financial services industry for the past few years....More
Mar 7, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 20: Rob Knapp, 12/4/2 for 2016, Mt. Kilimanjaro

In Episode 20 we interview industry legend Rob Knapp about the optimal frequency for client contact, developing rituals, and his overall concept of Supernova....More
Mar 1, 2016
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WealthManagement.com Video Network

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....More
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