The Stephen and Kevin Show - Oechsli Institute - Financial Advisor Research - Affluent Marketing
#82: I Already Have an Advisor
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In this episode of the Stephen and Kevin Show, we talk about how to handle the situation when a prospect tells you, "I already have an advisor." Remember, this is an acceptable answer. Most of your potential clients do already have advisors. Many of them really like their advisors.
Our goal isn't to "overcome this objection." Our goal is to keep the door open. Things change...if their financial advisor ever retires or slips up, you'd like to be the first professional who comes to mind.
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