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Sep 22, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 38: Six Times You Should Ask for Feedback

Most financial professionals we know don’t ask for feedback. Why? They’re afraid of what they might hear or they assume they won’t receive honest feedback anyway....More
Sep 15, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 37: Five Proven Ways to Get More Unsolicited Referrals

Five proven strategies to increase the flow of unsolicited referrals....More
Aug 18, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 36: 10 Signs Your Clients May Be Seeing Someone Else

It’s hard to bring in new clients—it’s even harder to lose them (emotionally at least)....More
Aug 4, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 35: Behavioral Finance with Dr. Daniel Crosby

Recent research has shown that financial advisors do more than portfolio construction and wealth management....More
Jul 28, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 34: Why You Should Watch the Olympics with Clients and Prospects

The Olympics in Rio are right around the corner. In our latest episode, we offer some clever ideas to maximize these historic games with both clients and prospects....More
Jul 12, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 33: Telling Stories that Sell

When done correctly, story telling can be a highly effective way to connect with prospects....More
Jun 23, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 32: Maximizing Client and COI Birthdays

Your clients, prospects and COIs all have birthdays, but are you making the most of them? They can be an excellent reason to touch-base and deepen relationships....More
Jun 15, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 31: 13 Differentiatiors for Financial Advisors, RocketReach

What makes you different? It's a question asked of nearly all service professionals. In this episode, we help you answer this question by determining you and your teams true differentiatiors. We also show you a nifty website to figure out prospect's email addresses....More
Jun 9, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 30: Transitioning from Cold to Warm Prospecting Methods

In episode 30 we tackle three questions from our audience regarding cold calling, LinkedIn Groups and robo advisors....More
Stephen and Kevin show
Jun 2, 2016
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WealthManagement.com Video Network

Stephen and Kevin Show Episode 29: Common Sales Objections and Responses 2

In this episode we tackle 3 common sales objections and give you our best responses....More
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