Stephen Boswell

Using Facebook is ideal for financial advisors who are interested in deepening relationships with their clients, COIs, and prospects

What do you say when someone asks you about do-it-yourself options, robo-advisors, and other low-cost alternatives? Most of your competition is caught off-guard when asked. Don’t let this be you

LinkedIn’s Advanced Search function is powerful, like a souped-up Corvette. The irony is that most advisors drive this Corvette like a grandmother

Everyone knows that referrals/introductions are the number one driver of new business (our 2015 research confirms this once again).  What’s evident, however, is that very few advisors quantify this properly. One of o...

Boston:  “I’ve offered a number of second opinions to transition social contacts into business relationships – but no one is taking me up on the offer” started Shawn, a new advisor in our...

While you might feel you are just being diligent, your prospect may feel you are being needy.