The Stephen and Kevin Show

Recent Episodes

#56: Eliminating Inner Circle Toxicity

Posted September 5, 2017 • 00:15:15

Not everyone in your inner circle is necessarily routing for you. In this episode, Stephen and Kevin discuss how to identify those people and take action...

#55: Put Some Drama in Your Social Prospecting

Posted July 21, 2017 • 00:11:02

Most financial advisors know someone socially that they'd love to have as a client. But when it comes to social prospecting, they typically aren't strategic...

#54: Communicating Your Ideal Client Profile

Posted June 6, 2017 • 00:15:10

In this episode, Kevin tells a funny story about how he unwittingly shared his client profile with a group of families on vacation. Then he and Stephen...

#53: Deepening Relationships Long Distance

Posted April 18, 2017 • 00:16:22

This week, learn how to deepen relationships with long distance clients. Our research shows that financial professionals have happier clients and...

#52: 5 Must-Ask Questions When Meeting a CPA

Posted April 12, 2017 • 00:11:23

Discover the five questions that are perfect for first meetings with a CPA. You can't script the whole first meeting, but you can use these key questions...