Stephen Boswell

That’s right folks – get ready for chips and salsa, quiche and margaritas (not in that order please).  If you want to connect with Millennials and Gen-Xers, pay attention to their trends.  Send them a letter?  It won...

This is a wired generation, and you need to be ready.

The more deeply clients connect with one another, the more deeply they are connected to you.

Your ability to consistently close from meeting to meeting is important.

No matter how you slice it, Millennials and Gen Xers are soon to be in dire need of financial advice.

Sales reps should always be working towards the close, steamroll objections, and nothing matters but the bottom-line.

There is a pretty startling disconnect in the advisor/client relationship; 29 percent of the affluent claim a social relationship with their advisor, while 74 percent of advisors claim a social relationship with their...

If you haven’t yet experimented with LinkedIn Publisher, there’s no better time than now. But if you want serious impact, you’ll need to develop a routine.