Stephen and Kevin Show Episode 73: The 7 Components of Advisor PerformanceStephen and Kevin Show Episode 73: The 7 Components of Advisor Performance
We've just completed three years of research that sought to identify the traits of top performers.
What makes an advisory practice elite? We've just completed three years of research that sought to identify the traits of top performers. We organized our findings into a seven-part model that we'll share in this podcast. This is a great blueprint for advisor development.
In episode 73 of The Stephen and Kevin Show, we'll walk you though this model, it's seven components, and many subcomponents.
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@StephenBoswell is President of The Oechsli Institute and author of Best Practices of Elite Advisors. @KevinANichols is the Chief Operating Officer for The Oechsli Institute and author of The Indispensable LinkedIn Sales Guide for Financial Advisors.