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Stephen Boswell

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Stephen’s Recent activity

Avoid Advisor Burnout
Sep 07, 2016
Ever leave the office feeling like you’ve “been through the ringer?” The latest Harvard Business Review offers some clues as to why, especially as a financial advisor, you might leave work feeling a...
Smooth Sailing Through the Fee Conversation
Aug 25, 2016
You’ve worked hard to get a prospect in your office.  You’ve gathered the appropriate documents, assessed their situation, and discussed your recommendations. Everything seems to be headed in the...
Ten Signs Your Client May Be Jumping Ship
Aug 11, 2016
It’s hard to bring in new clients—it’s even harder to lose them (emotionally at least). Our August 2016 research finds that elite teams lost an average of 1.4 clients last year compared to 3.8 for...
Putting Some “Drama” in Your Social Prospecting
Putting Some “Drama” in Your Social Prospecting
Jul 27, 2016
Broaching business conversations with social contacts is tricky.  Few would refute this statement.  Our research on advisors who prospect socially reveals that their biggest fear is “coming across...
Patience + Urgency = Magic Formula
Jul 14, 2016
Ever completed a workout, then glanced in the mirror? Most of you probably have—and the results from that one workout were unnoticeable (how depressing). But results require consistency and a certain level of...
One Big Thing to Acquire Affluent Clients, and More…
One Big Thing to Acquire Affluent Clients, and More…
Jun 23, 2016
We recently launched a podcast/YouTube show driven by actual questions from financial advisors. For lack of a better name, we call it The Stephen and Kevin Show. Our objective with the show is to bring advisors REAL...
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