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The Stephen and Kevin Show

Stephen and Kevin Show Episode 69: The Power of Questions with David PatchenStephen and Kevin Show Episode 69: The Power of Questions with David Patchen

Raymond James’ David Patchen shares his insights into how to ask prospects the right questions.

Stephen Boswell, Kevin A. Nichols

August 24, 2018

For financial advisors, the right questions are everything. They’re essential in helping you understand each prospect’s and client’s thought process. It’s sounds easy, but it’s truly a skill that takes both know-how and deliberate practice.

In this episode, our special guest David Patchen, SVP of PCG Education & Practice Management for Raymond James, shares his invaluable insights into this art form.

Have a question? Leave a comment and we’ll feature your question on the next episode. You can also use the hashtag #AskStephenandKevin on Twitter, Facebook and LinkedIn.

About the Authors

Stephen Boswell

Stephen Boswell

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Kevin A. Nichols

Kevin A. Nichols

Director of Coaching

https://www.oechsli.com/

Kevin Nichols is the author of The Indispensable LinkedIn Sales Guide for Financial Advisors and the Director of Coaching for The Oechsli Institute. He is a leading expert on Social Media marketing and delivers speeches and conducts workshops throughout the country. He has coached hundreds of financial advisors and numerous wealth management teams. He is also the co-author of the FastTrack for Growth newsletter for wealthmanagement.com. Follow him on twitter @KevinANichols.

See more from Kevin A. Nichols