ABOUT THIS PODCAST 🔗
Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. Oechsli (The Oechsli Institute) is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients.
Tune in if you want to know things like:
- The most effective financial advisor marketing strategies
- How affluent consumers conduct digital due diligence
- Elite financial advisor client service models
- Tips for getting referrals from clients and COIs
- Online branding for elite financial advisors
- How to use LinkedIn, Twitter, Facebook and Instagram for prospecting
Questions for our next episode? #AskStephenAndKevin
www.oechsli.com
800-883-6582
Tags: financial advisor, financial planner, RIA, insurance agent, marketing, sales, social media, LinkedIn, Twitter, Facebook, Instagram, affluent, luxury, millennial, baby boomer
Tune in if you want to know things like:
- The most effective financial advisor marketing strategies
- How affluent consumers conduct digital due diligence
- Elite financial advisor client service models
- Tips for getting referrals from clients and COIs
- Online branding for elite financial advisors
- How to use LinkedIn, Twitter, Facebook and Instagram for prospecting
Questions for our next episode? #AskStephenAndKevin
www.oechsli.com
800-883-6582
Tags: financial advisor, financial planner, RIA, insurance agent, marketing, sales, social media, LinkedIn, Twitter, Facebook, Instagram, affluent, luxury, millennial, baby boomer
Update frequency:
every 52 days
Average audio length:
19 minutes
Has sponsors
English
United States
233 episodes
since Oct. 16, 2015
episodic
AUDIENCE OF THIS PODCAST 🔗
~88.26% of listeners are from United States.
🇺🇸
US
88.26%
🇳🇱
NL
4.26%
🇸🇳
SN
2.43%
🇸🇬
SG
2.28%
🇧🇯
BJ
1.21%
🇨🇱
CL
0.60%
🇲🇽
MX
0.60%
🇵🇭
PH
0.30%
Others
0.06%
* Data source: directly measured on Listen Notes. real-time
LATEST EPISODE 🔗
One of the things we enjoy about quotes is their power and their brevity. You usually get an important lesson in a sentence or two. A great quote won't change your business by itself — but it can change the way you think.
So we each brought three, and we talk through what they mean for leading an …
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PREVIOUS EPISODES 🔗
Video has quickly become one of the most powerful tools for financial advisors looking to grow their business, build trust, and attract new clients online.
In this episode of The Stephen & Kevin Show, we sit down with Colin Day, Wealth Advisor at Mercer Advisors, who has built an engaged audie…
What happens when three industry titans leave the corporate world to build a firm from the ground up? In this episode of The Stephen and Kevin Show, we sit down with the founders of &Partners—David Kowach, Kristi Mitchem, and John Alexander.
Together, they have created one of the fastest-growi…
Financial advisors are rethinking what it means to grow, scale, and build real enterprise value. In this episode of The Stephen and Kevin Show (SK 124), we sit down with Louis Diamond, CEO of Diamond Consultants, to explore the mindset, marketing habits, and strategic decisions that separate adviso…
In this episode of The Stephen and Kevin Show, we break down Oechsli’s brand-new 2025 Advisor Research Report, uncovering 6 must-know financial advisor marketing trends that are shaping the industry this year.
Whether you’re focused on referrals, social media, or digital ads, this research-backed d…
Thinking about going independent? In this episode, we share practical marketing strategies for financial advisors preparing for a breakaway launch. At Oechsli, we’ve helped over 150 brand new financial advisory firms launch in the past two years, and we’ll show you what it takes to retain clients, …
Financial advisor marketing can feel intimidating - especially when unspoken fears hold you back. In this episode of The Stephen & Kevin Show (SK 121), we break down the 7 hidden fears that sabotage financial advisors’ marketing efforts and how to overcome them.
You’ll discover:
✅ Why worrying…
Just getting started as a financial advisor? In this video, we're sharing 6 essential marketing tips that will help you build your brand, find your voice, and grow your client base faster. From social prospecting and video marketing to using LinkedIn effectively and dropping the excuses, these tips…
Not every prospect is ready to move forward right now — and that’s okay. In this episode, we explore how financial advisors can effectively market to Periodics — prospects who show potential but aren’t ready to commit today.
Learn how to stay in front of these future clients using:
Strategic emai…
Ready to hit record? In episode 118 of The Stephen and Kevin Show, we break down why financial advisors should be filming videos—and how to do it right. From prep tips to teleprompter tricks, editing hacks to essential gear, we’ve got you covered. This is your backstage pass to showing up with conf…
Disclaimer: The podcast and artwork embedded on this page are from Oechsli, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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