Kevin Nichols, WealthManagement.com

Kevin Nichols

WealthManagement.com

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Recent articles by Kevin:

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

Stephen and Kevin Show Episode 49: Best Practices for Tracking Marketing Activity

Practical tips to ensure you're tracking the right activities, the right way. → Read More

Stephen and Kevin Show Episode 48: The ABCs of Delegation

How to organize your delegation list and give you more confidence in the process. → Read More