40: Using Segmentation to Efficiently Meet Your Clients’ Preferences

43: Navigating Difficult Conversations With Clients

Re-establishing trust with a client who has voiced a concern is an important step toward repairing and retaining the relationship. In this episode, podcast host and business coach Stephen Boswell, President of The Oechsli Institute; prospecting and marketing expert Maribeth Kuzmeski, Founder of Red Zone Marketing; and communications expert Erica Dhawan, author of “Digital Body Language: How to Build Trust & Connection, No Matter the Distance,” discuss ways that financial professionals can identify a client who may have a concern, mitigate the situation, and rebuild trust based on the history of the relationship and the service they provide.

42: Deepen Client Relationships by Focusing on Empathy and Situational Understanding

Clients often turn to their financial professionals for advice on matters beyond their investments. By assisting clients through your experience and network connections, you can add greater value to the relationship and further your position as a partner to your clients. In this episode, podcast host and business coach Stephen Boswell, President of The Oechsli Institute; prospecting and marketing expert Maribeth Kuzmeski, Founder of Red Zone Marketing; and communications expert Erica Dhawan, author of “Digital Body Language: How to Build Trust & Connection, No Matter the Distance,” discuss how financial professionals can take a more holistic approach to their service and build value with their clients.

41: How Virtual Communication Can Provide Opportunities to Grow Your Client Base

The percentage of investors willing to work remotely with a financial professional was about 50% in early 2020, but had reached over 60% by the same summer. Join our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting and marketing expert Maribeth Kuzmeski, Founder of Red Zone Marketing; and communications expert Erica Dhawan, author of “Digital Body Language: How to Build Trust & Connection, No Matter the Distance,” as they offer best practices for how financial professionals can attract and engage clients interested in a virtual-first relationship.

40: Using Segmentation to Efficiently Meet Your Clients’ Preferences

Optimizing your segmentation strategy to account for in-person and virtual preferences, personality types, and communication styles may help you build trust, increase personalization, and grow wallet share across your client base. In this episode, our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting and marketing expert Maribeth Kuzmeski, Founder of Red Zone Marketing; and communications expert Erica Dhawan, author of “Digital Body Language: How to Build Trust & Connection, No Matter the Distance,” offer insights into how financial professionals can expand their segmentation strategy to efficiently address changing client expectations.

39: Best of 2020: How to Find and Connect With Niche Clients

This episode was previously published in May 2020. According to one study, 71% of financial professionals bringing in $20 million or more in new assets per year have a niche that represents 25% or more of their revenue. Yet only 25% of financial professionals segment their clients and prospects by niche. Listen to our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, Ph.D., founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry, discuss how finding the right niche for your practice can help build your expertise, lead to deeper client connections, and streamline your prospecting.