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#73: The 7 Components of Advisor Performance
Manage episode 424923896 series 2504220
Content provided by Oechsli. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oechsli or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 serves as a blueprint for advisor development.
In episode 73 of The Stephen and Kevin Show, we'll walk you through this model, its seven components, and many subcomponents.
About the Podcast
Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around issues pertinent to financial professionals. The Oechsli Institute is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients.
Tune in if you want to know things like: - The most effective financial advisor marketing strategies - How affluent consumers conduct digital due diligence - Elite financial advisor client service models - Tips for getting referrals from clients and COIs - Online branding for elite financial advisors - How to use LinkedIn, Twitter, Facebook and Instagram for prospecting
Questions for our next episode? #AskStephenAndKevin www.oechsli.com 800-883-6582
Tags: financial advisor, financial planner, RIA, insurance agent, marketing, sales, social media, LinkedIn, Twitter, Facebook, Instagram, affluent, luxury, millennial, baby boomer
116 episodes
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Manage episode 424923896 series 2504220
Content provided by Oechsli. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oechsli or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 serves as a blueprint for advisor development.
In episode 73 of The Stephen and Kevin Show, we'll walk you through this model, its seven components, and many subcomponents.
About the Podcast
Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around issues pertinent to financial professionals. The Oechsli Institute is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients.
Tune in if you want to know things like: - The most effective financial advisor marketing strategies - How affluent consumers conduct digital due diligence - Elite financial advisor client service models - Tips for getting referrals from clients and COIs - Online branding for elite financial advisors - How to use LinkedIn, Twitter, Facebook and Instagram for prospecting
Questions for our next episode? #AskStephenAndKevin www.oechsli.com 800-883-6582
Tags: financial advisor, financial planner, RIA, insurance agent, marketing, sales, social media, LinkedIn, Twitter, Facebook, Instagram, affluent, luxury, millennial, baby boomer
116 episodes
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Similar to The Stephen and Kevin Show
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
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