Oechsli has lengthy been within the enterprise of providing recommendation. Our teaching program is our longest-standing program and customary matters which might be mentioned are gross sales suggestions, dynamics, and classes discovered in an advisor’s gross sales journey.
With over 13 years of private teaching expertise, Stephen and Kevin are well-versed within the gross sales course of of economic advisors. Over time, they’ve encountered assorted and totally different approaches in relation to prospecting the prosperous. For episode 105 of the Stephen and Kevin Present, our dynamic duo sits all the way down to assessment their favourite gross sales suggestions for monetary advisors.
Stephen Boswell and Kevin Nichols are companions with The Oechsli Institute, a agency that focuses on analysis and coaching for the monetary providers trade. @StephenBoswell @KevinANichols www.oechsli.com