SW

Stephen Wilkinson

Financial advisor promoting cold calling and direct marketing to build 401(k) practices, documenting his journey to add $1 million in new revenue on LinkedIn.

2 appearances First Mar 2023 Latest Mar 2026

Episodes (2)

Fee Disclosure Opacity & Advisor Compensation Data

Stephen Wilkinson

Mar 7, 2026

At time: Advisor and Founder · 338 Fiduciaries

Cold Calling vs. Social Media: Which Builds Your Practice?

Stephen Wilkinson, Jake Rushton

Mar 23, 2023