The Stephen and Kevin Show

Recent Episodes

#86: Questions to Qualify CPAs

Posted December 9, 2019 • 00:15:31

Some CPAs will be great partners, others will not. How can you tell the difference in the two, without coming across too brazen? In this podcast,...

#85: Today's Digital Affluent

Posted November 8, 2019 • 00:19:24

Love it or hate it, technology is changing the advisor/client relationship at an accelerating pace. Social media and online search now impacts everything...

#84: 9 Words to Never Use in Sales

Posted November 8, 2019 • 00:14:28

There are some words and phrases that, in selling to the affluent, should never be used. These verbiage mistakes can kill your positioning, make you...

#83: LinkedIn Sales Navigator

Posted September 6, 2019 • 00:14:01

In this Episode of the Stephen and Kevin Show, we talk about LinkedIn Sales Navigator. Have you been on LinkedIn lately? It’s much more vibrant...

#82: I Already Have an Advisor

Posted September 6, 2019 • 00:15:38

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,...