Kevin Nichols
WealthManagement.com
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Past articles by Kevin:
One Activity Every Advisor Should Track
How many times did you proactively ask a social contact to have a business conversation with you? → Read More
The First Step to More Affluent Clients
Your mindset is the foundation to success. → Read More
How to Socially Prospect with Storytelling
Anyone can tell a story. But the best advisors tell stories with strategic intent. → Read More
Do Your Questions Make an Impact?
Get your clients thinking critically. → Read More
Three In-Person Networking Power-Ups
Body language cues and human behavior tips to help knock off the networking rust. → Read More
Your New Sales Associate: Silence
Pauses in conversation give prospects space to share, communicate interest and exude confidence. → Read More
Three Techniques to Break Unproductive Habits
Eliminating bad habits will save you time, which you can then devote to productive ones such as growing your business. → Read More
Five Ways to Strengthen Your Team’s Culture
A strong company culture leads to less turnover, more productivity and higher client satisfaction. → Read More
Guaranteed Prospects at Your Next Intimate Event
Consider the following seven steps to ensure your next event is full of some fresh faces. → Read More
Three Ways to Instantly Improve Your Virtual Presentation Skills
Presenting digitally takes a different skill set than presenting in-person. → Read More
Do the Affluent Respond to LinkedIn Messaging?
Digital marketing has exploded during the pandemic. Younger investors are more receptive to it than older ones. → Read More
Are the Affluent Receptive to Digital Advertising?
A new survey finds that younger affluent clients interact with digital ads more than older ones. → Read More
Four Simple Tips for Engaging With Long Distance Clients
It's harder to get social with out-of-state clients. Here are the ways it can be done. → Read More
How to Let Your Clients Know You’re ‘Open for Business’
You can’t expect clients to be on the lookout for people you can help if you don’t take the time to educate them first. → Read More
Stephen and Kevin Show Episode 53: Simple Strategies for Engaging Long-Distance Clients
Getting social with clients can be a challenge when they live far away. Here's how to stay engaged with them despite the distance. → Read More
Stephen and Kevin Show Episode 52: Five Must-Ask Questions When Meeting a CPA
How to talk to accountants and CPAs, without a script and without just winging it. → Read More
Personalize The Client Experience With These 5 Questions
Even the best service model isn't perfect for everyone. → Read More
Stephen and Kevin Show Episode 51: Avoiding the Humblebrag and Other Trust-Killers
Be genuine. → Read More
The Correlation Between Facebook with Clients and More Referrals
The advisors who are receiving more referrals are more connected to their clients on Facebook. → Read More
Stephen and Kevin Show Episode 50: Make Team Meetings Great Again
Fourteen tips for making team meetings productive. → Read More