How do you let your customers know that you're accepting new business?In this episode, hosts Stephen Boswell and Kevin Nichols, talk about how it's hard for clients to refer if they don't know your ca...Show More
How can you get your COIs to refer business back to you?In this episode, hosts Stephen Boswell and Kevin Nichols, discuss why COI (center of influence) relationships work. They take you through severa...Show More
How do your affluent clients perceive your relationship?In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how beneficial it is to stay social with your clients. 74% of advisors feel as...Show More
Help your clients help you.In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how you can source the 7 Spheres. The 7 Spheres include the family, friends, colleagues, neighbors, organiz...Show More
