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

Quotes

“That is the huge issue with social media is it takes forever to get to that critical mass.”
Cold Calling vs. Social Media: Which Builds Your Practice?

Episodes (2)

1:08:44

Fee Disclosure Opacity & Advisor Compensation Data

Stephen Wilkinson

Mar 7, 2026

At time: Advisor and Founder · 338 Fiduciaries

58:46

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

Stephen Wilkinson, Jake Rushton

Mar 23, 2023