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Feb 9, 2016
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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....More
Feb 2, 2016
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WealthManagement.com Video Network

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....More
Jan 26, 2016
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WealthManagement.com Video Network

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....More
Jan 19, 2016
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WealthManagement.com Video Network

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....More
Dec 30, 2015
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WealthManagement.com Video Network

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....More
Dec 23, 2015
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WealthManagement.com Video Network

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....More
Dec 14, 2015
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WealthManagement.com Video Network

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....More
Dec 9, 2015
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 9: Young Affluent, Teaching COIs LinkedIn

In Episode 9 of The Stephen and Kevin Show we discuss finding young investors, teaching COIs to use LinkedIn, and our response to the question, "what's your best marketing idea?"...More
Dec 2, 2015
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 8: Emojis, Wowing Clients and LinkedIn Alumni

n this episode, we discuss using a budget for wowing clients, the optimal way to host review meetings, and how to use a LinkedIn alumni search....More
Nov 25, 2015
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 7: Hearts on Twitter, Coaching Prep., Events After Thanksgiving

In Episode 7 of the Stephen and Kevin show, they discuss hearts on Twitter, events you can hold between Thanksgiving and year-end, and the best way to prepare for a coaching session....More
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