The Stephen and Kevin Show

#126: How Financial Advisors Can Grow With Video

Oechsli — Fri, 06 Mar 2026 08:00:00 -0500

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 audience of nearly 30,000 followers on Instagram by sharing relatable and practical videos about financial planning.

Colin’s content stands out because it’s authentic, personal, and approachable. Instead of overly polished production, he focuses on simple, real conversations about money that connect with everyday people.

We talk about how he got started with video, how his well-known “Tree Saga” content series began, and what financial advisors can learn about using video to build their personal brand and grow their practice.

If you're a financial advisor considering video marketing, social media content, or YouTube, this episode will give you a practical look at what works and how to get started.

What We Cover in This Episode

How Colin Day first started creating video as a financial advisor
The story behind his popular “Tree Saga” videos
How often he posts content and plans his videos
Where his financial content ideas come from
Why Instagram works especially well for financial advisor video
The role personality plays in building trust online
How polished your videos actually need to be
Measuring the ROI of video marketing for financial advisors
Advice for advisors hesitant to start creating content

???? About The Stephen & Kevin Show

The Stephen & Kevin Show explores marketing, business development, and growth strategies specifically for financial advisors and wealth management professionals.

Colin Day is a Wealth Advisor at Mercer Advisors based in Chesterfield, Missouri. The opinions expressed by the speaker are his own and are not intended to serve as specific financial, accounting, or tax advice. They reflect the judgment of the speaker as of the date of publication and are subject to change. “Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser; Mercer Advisors Tax Services LLC; Heim, Young and Associates, Inc., (MA Brokerage Solutions); and Mercer Advisors Insurance Services LLC.

#FinancialAdvisor

#FinancialAdvisorMarketing

#FinancialAdvisorVideo

#WealthManagement

#FinancialPlanning

#AdvisorMarketing

#RIA

#AdvisorGrowth

#125 The Future of Advisor Leadership with &Partners

Oechsli — Fri, 09 Jan 2026 13:46:11 -0500

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-growing hybrid RIAs in the country, surpassing 100 advisor practices and $50 billion in assets in a remarkably short period.

In this episode, we discuss:

Scaling with Soul: How to build an organization that feels small and personal but operates with massive scale.
The Leadership Shift: Lessons carried over from leading massive organizations like Wells Fargo Advisors and BMO Global Asset Management.
Intentional Culture: Why &Partners is focused on advisor ownership and removing the bureaucracy of "big-scale" players.
Advisor Growth: Specific growth activities and marketing shifts for advisors moving away from large wirehouses.
The Five-Year Vision: What success looks like as they target $120 billion in assets by 2028.

Whether you are a solo advisor or leading a large team, these insights on leadership and intentional growth are a masterclass for anyone in the wealth management space.

&Partners has selected Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. Fidelity Investments is one of the longest-standing private financial services companies in the United States. Fidelity utilizes NFS for the purposes of providing custody and safeguarding client assets.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC.

#124 The Mindset of Enterprise Value w/Louis Diamond

Oechsli — Mon, 01 Dec 2025 08:00:00 -0500

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 advisors who simply manage a book from those building enduring firms.

You’ll discover:

✅ The mindset shifts advisors must make to thrive in independence

✅ Why enterprise value is becoming more important than AUM

✅ What advisors should expect when they take control of their own marketing

✅ Why thought leadership, video, and digital visibility matter more than ever

✅ What the most advisor-friendly firms are doing to attract top talent

✅ How to think about the next five years if you want to build something exceptional

If you’re a financial advisor who’s curious about advisor movement, independence, and the marketing strategies driving top firms forward, this episode will give you a clear picture of what’s working today.

???? Subscribe for more financial advisor growth strategies

???? Explore coaching, digital marketing, and resources at www.Oechsli.com

#123 What the New Data Says About Financial Advisor Marketing Success

Oechsli — Fri, 24 Oct 2025 08:00:00 -0400

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 discussion will help you understand what’s working — and what’s not — in modern financial advisor marketing.

Here’s what we cover:

1️⃣ Marketing means experimentation – why top advisors test and refine continuously.

2️⃣ Referrals are not dead – how elite advisors still drive growth through personal introductions.

3️⃣ Social prospecting is a mentality – the mindset shift needed to grow your network naturally.

4️⃣ Google is part of your future – what SEO and Google Business mean for advisor visibility.

5️⃣ Websites outweigh offices – why your digital first impression matters more than your office décor.

6️⃣ Video is a trust-builder – how short, authentic videos accelerate client trust.

Download the full research snapshot here: oechsli.com/research

If you’re serious about financial advisor marketing and want actionable insights to attract high-net-worth clients, this episode is for you.

Subscribe for more episodes of The Stephen and Kevin Show — your source for advisor growth, marketing, and business development strategies.

#122 Breakaway Advisor Marketing | How to Successfully Launch Your Independent Firm

Oechsli — Fri, 05 Sep 2025 15:16:00 -0400

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, establish credibility, and build a strong foundation for long-term growth.

What You’ll Learn in This Video:

✅ Why preparation, communication, and credibility are key to client retention

✅ How to set a realistic launch timeline (2–3+ months before going live)

✅ Naming your firm: personal brand vs. unique identity

✅ Designing a logo that builds trust and future growth potential

✅ Studio video & photography: the face of your new brand

✅ Website essentials that signal legitimacy and professionalism

✅ Signage, stationery, and marketing collateral that excite clients

✅ Social media announcement strategies + boosting tips

✅ Google Business Profile, Ads, and Press Release best practices

✅ Email series & ongoing marketing (social, ads, video, podcasts)

Why This Matters:

Launching your independent firm isn’t the time to cut corners. Every detail—from your logo and website to your first social media post—shapes how clients perceive your credibility and commitment. With the right plan, you can make your breakaway a seamless, successful transition.

#121 7 Marketing Fears Every Financial Advisor Faces

Oechsli — Mon, 18 Aug 2025 13:40:19 -0400

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 about peer reactions is costing you visibility

✅ How “not being interesting enough” is a myth keeping advisors quiet

✅ The truth about looking small vs. big firms

✅ How to market without feeling gimmicky

✅ Ways to look professional without overproducing

✅ Simple strategies to embrace technology (even if you’re not tech-savvy)

✅ How to invest in marketing without feeling like you’re wasting time or money

If you’re a financial advisor who wants to grow your practice, attract ideal clients, and market with confidence, this episode is for you.

#120 6 Marketing Tips For New Financial Advisors

Oechsli — Tue, 03 Jun 2025 11:37:00 -0400

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 are simple, actionable, and designed for new advisors who want to stand out.

Whether you're launching your career or looking to level up, these strategies will set you on the right path.

Don’t miss:

Social Prospecting
Tracking Your Activity
Video Marketing
Asking for Advice (Not Just Business)
Leveraging LinkedIn
Crushing Excuses

Subscribe for more marketing tips and tools to grow your financial practice!

#119 How to Stay Top-of-Mind with Prospects

Oechsli — Fri, 02 May 2025 11:39:00 -0400

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 email newsletters
Social media engagement tactics
Targeted remarketing ads
Timely event invitations
Well-timed calls during market shifts

We also explain our proven pipeline process: Potential → Prospect → Periodic, and how to keep your Periodic engaged without being pushy.

If you’re a financial advisor looking to improve your marketing follow-up strategy and build a strong long-term pipeline, this episode is a must-listen.

Don’t forget to subscribe for more financial advisor marketing strategies that work.

LEARN MORE: www.oechsli.com

OUR SERVICES:

Oechsli Coaching - https://bit.ly/3qJ8UWk

Oechsli Social Content - https://bit.ly/3qM2vd2

Oechsli Digital Ads - https://bit.ly/3AhXuvE

Oechsli Video - https://bit.ly/3GRsFAA

Oechsli Newsletters - https://bit.ly/3tHbTQY

Oechsli Websites- http://bit.ly/2KUw04w

Oechsli Podcasts - https://bit.ly/3NgddRm

Instagram: https://bit.ly/3KtYvpi

Facebook: https://bit.ly/3GQ8rXT

LinkedIn: https://bit.ly/33C6e3Z

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Table of Contents:

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0:00 - Personal Stories

6:05 - What are periodics?

10:45 - Organizing periodics

15:35 - Event marketing

18:30 - Personal touchpoints

#118 How to Deliver Video with Confidence

Oechsli — Mon, 21 Apr 2025 09:55:00 -0400

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 confidence on screen.

LEARN MORE: www.oechsli.com

OUR SERVICES:

Oechsli Coaching - https://bit.ly/3qJ8UWk

Oechsli Social Content - https://bit.ly/3qM2vd2

Oechsli Digital Ads - https://bit.ly/3AhXuvE

Oechsli Video - https://bit.ly/3GRsFAA

Oechsli Newsletters - https://bit.ly/3tHbTQY

Oechsli Websites- http://bit.ly/2KUw04w

Oechsli Podcasts - https://bit.ly/3NgddRm

Instagram: https://bit.ly/3KtYvpi

Facebook: https://bit.ly/3GQ8rXT

LinkedIn: https://bit.ly/33C6e3Z

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Table of Contents:

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0:00 - Intro

06:18 - The preparation for the prepared messaging for your video

10:04 - Before filming, warm up

11:48 - Should I practice before?

12:20 - What to use when filming

16:36 - Complexity vs. Simplicity

17:56 - Getting into editing

#117 10 Financial Advisor Website Mistakes

Oechsli — Thu, 03 Apr 2025 11:01:00 -0400

Are you unknowingly turning away prospects with your website? In this video, we break down the 10 most common mistakes on financial advisor websites—and show you exactly how to fix them.

Whether you're building a site from scratch or revamping your current one, this guide will help you avoid critical errors that hurt user experience, SEO, and lead generation.

Failing the 5-Second Test? Remember, visitors form first impressions fast. If your homepage is cluttered, confusing, or generic, you're likely losing business before the conversation even starts.Here's what we cover:

1. Failing the 5-Second Test – First impressions count.

2. Relying on Stock Photography – Authenticity beats generic visuals.

3. Accepting Old Copywriting – Cut the jargon and connect.

4. No Advisor-Generated Content – Build trust and visibility.

5. Neglecting SEO – Help prospects find you on Google.

6. Inconsistent or Weak Branding – Your website should reflect your firm.

7. Underwhelming Bio Pages – Personal connection starts here.

8. Lack of Models – Make complex ideas easy to digest.

9. Weak CTAs – Motivate meaningful action.

10. Not Using Tracking & Analytics – Improve what you measure.

This is a must-watch for any advisor looking to upgrade their digital presence. If you're serious about converting website traffic into real conversations, this is where you start.

Like this video if it helped you

Comment with your biggest website challenge

Subscribe for more tips on advisor marketing and branding

#FinancialAdvisorWebsites #WebsiteMistakes #AdvisorMarketing #FinancialMarketing #FailingThe5SecondTest

Allianz Investment Management LLC is a registered investment adviser and wholly owned subsidiary of Allianz Life Insurance Company of North America. Investment involves risk including possible loss of principal. There is no guarantee the funds will achieve their investment objectives and may not be suitable for all investors.

Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the Fund, please call 877.429.3837 or visit www.allianzIMetfs.com and review the prospectus. Investors should read the prospectus carefully before investing.

Distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with Allianz Investment Management LLC or Allianz Life Insurance Company of North America.

#116 Don't Ignore These Marketing Trends

Oechsli — Fri, 07 Feb 2025 12:30:00 -0500

In Episode 116 of The Stephen and Kevin Show, we dive into 5 key marketing trends shaping the future for financial advisors. From the evolving power of referrals to the impact of friendships, teaming, and digital media—don’t miss these insights to stay ahead!

LEARN MORE: www.oechsli.com

OUR SERVICES:

Oechsli Coaching - https://bit.ly/3qJ8UWk

Oechsli Social Content - https://bit.ly/3qM2vd2

Oechsli Digital Ads - https://bit.ly/3AhXuvE

Oechsli Video - https://bit.ly/3GRsFAA

Oechsli Newsletters - https://bit.ly/3tHbTQY

Oechsli Websites- http://bit.ly/2KUw04w

Oechsli Podcasts - https://bit.ly/3NgddRm

Instagram: https://bit.ly/3KtYvpi

Facebook: https://bit.ly/3GQ8rXT

LinkedIn: https://bit.ly/33C6e3Z

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Table of Contents:

=============================

0:00 - Intro

03:21 - Referrals reign supreme

07:37 - Friendships between client and advisor

12:22 - Why teaming is so important

16:11 - Why your website shouldn't be neglected

21:35 - Digital media's significant marketing opportunity for financial advisors

Allianz Investment Management LLC is a registered investment adviser and wholly owned subsidiary of Allianz Life Insurance Company of North America.

Most buffered ETFs have a cap, which may limit the upside return potential relative to the index performance.

Investment involves risk including possible loss of principal. There is no guarantee the funds will achieve their investment objectives and may not be suitable for all investors.

Distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with Allianz Investment Management LLC or Allianz Life Insurance Company of North America.

#115 5 Must-Have Videos for Financial Advisor Websites

Oechsli — Fri, 26 Jul 2024 15:19:00 -0400

As a financial advisor, have you wondered what are some must-have videos on your website? In Episode 115, Stephen and Kevin dive into how to bring your website to life. They discuss the difference between DIY and studio video quality and 5 specific reasons why you should have videos on your website.

#114 COIs That Don't Refer

Oechsli — Tue, 07 May 2024 08:00:00 -0400

If you're not getting referrals from your COIs, is it time to move on? Or are there ways to rekindle the relationship? For Episode 114, Stephen and Kevin dive into how to drive more referrals from accountants, attorneys, and other professionals.

#113 20 Client Event Ideas

Oechsli — Mon, 26 Feb 2024 09:30:00 -0500

At Oechsli, we've talked a lot about client events - what to do, why to do them, and some tips to help you get started. For Episode 113, Stephen and Kevin cover 20 unique client event ideas. Check out the episode to get inspired for your next event and learn why frequent activities with clients are so beneficial for your business.

#112 All About Advisor Branding

Oechsli — Mon, 05 Feb 2024 08:48:35 -0500

We know there's a LOT that can go into branding - naming, logo design, website layout, colors, fonts... the list goes on and on. If you're on your branding journey for your practice, you may not know where to start, what to include or even how to name your business. For Episode 112, Stephen and Kevin sit down to discuss advisor branding - how to start, what it means, what works and what doesn't.

#111 How the Affluent Perceive Your Marketing

Oechsli — Mon, 22 Jan 2024 12:12:20 -0500

Cold-calling, door-knocking, client events, referrals, introductions, social media, digital ads, print ads...when it comes to advisor marketing, there is no shortage of ideas. But how do investors really feel about financial advisor marketing? For Episode 111, Stephen and Kevin dive deep and give their unfiltered perspective. Discover what works (and what bombs) when attracting affluent clients. Tune in for actionable tips and unexpected marketing insights.

#110 How Financial Advisors Can Increase Referrals

Oechsli — Tue, 07 Nov 2023 08:30:00 -0500

Welcome back to the Stephen and Kevin Show! In Episode 110, we're diving deep into the art and science of client referrals. Whether you're a seasoned professional or just starting, understanding client referrals is crucial for sustainable growth. So, join us in this informative journey and discover how you can not only understand but also influence the referral process to your advantage.

#109 5 Marketing Trends for Financial Advisors

Oechsli — Mon, 23 Oct 2023 16:52:44 -0400

Understanding the affluent investor's preferences is more crucial than ever. Advisors continue to leverage digital tools to enhance their marketing and client relationships, yet personal relationships remain a necessity. Our goal in our most recent affluent research is to help you make the right, research-based decisions for your business in the months and years to come. Check out this episode of the Stephen and Kevin show to learn about 5 affluent trends you need to know going into 2024. Want all the juicy details? Check out our full research here: oechsli.com/research Big shoutout to Allianz for sponsoring this episode! For more on what they offer, hit up: oechsli.com/azl

#108 Financial Advisor Value Propositions

Oechsli — Tue, 18 Jul 2023 08:00:00 -0400

Discover the art of the financial advisor value proposition. For Episode 108 of the Stephen & Kevin Show, we cover what works, what doesn't, and why value propositions matter in the first place. If you're interested in crafting a winning value proposition that helps to differentiate yourself, attract top clients, and build lasting trust, then this is the episode for you!

#107 All About Advisor Video

Oechsli — Mon, 26 Jun 2023 02:15:00 -0400

Join Stephen and Kevin for Episode 107 of the Stephen and Kevin Show as they provide a comprehensive guide to video production for financial advisors. Discover how to set up your space, choose the right equipment, edit effectively, and deliver captivating on-camera performances. Also, learn why video is so important and why financial advisors should embrace this medium. So, if you're a financial advisor seeking to amplify your influence, expand your client base, and establish yourself as an authority in the digital space, don't miss the 107th episode of the Stephen and Kevin Show. Equip yourself with the knowledge and skills necessary to create compelling videos and leverage the power of social networks for maximum impact.

#106 Advisors: Grow Your Business with Google Ads

Oechsli — Tue, 25 Apr 2023 08:15:00 -0400

Welcome to Episode 106! In this episode, we'll be discussing the power of Google Ads and how financial advisors can use them in their marketing strategy to reach potential clients and grow their business. We'll cover everything from setting up your Google Ads account to creating effective ad campaigns, including tips for choosing the right keywords, crafting compelling ad copy, and tracking your results. Whether you're new to Google Ads or looking to take your advertising to the next level, this video is for you. So sit back, open your browser, and get ready to learn how to leverage the power of Google Ads to grow your financial advising business.

#105 Our Favorite Sales Tips for Financial Advisors

Oechsli — Tue, 20 Sep 2022 06:00:00 -0400

Oechsli has long been in the business of offering advice. Our coaching program is our longest-standing program and common topics that are discussed are sales tips, dynamics, and lessons learned in an advisor's sales journey. With over 13 years of personal coaching experience, Stephen and Kevin are well-versed in the sales process of financial advisors. Over the years, they've encountered varied and different approaches when it comes to prospecting the affluent. For episode 105 of the Stephen and Kevin Show, our dynamic duo sits down to review their favorite sales tips for financial advisors.

#104 10 Service Principles for Financial Advisors

Oechsli — Mon, 29 Aug 2022 06:30:00 -0400

As financial advisors, we know you understand how crucial great service is when it comes to interacting with your clients. However, there is always room for improvement; tips to consider for areas you might be neglecting or just haven't thought about. For episode 104, Stephen and Kevin sit down to discuss ten different service principles for financial advisors. Service can be largely subjective and depend on our own experiences - from the business side of things to the consumer. Yet, despite this variation, there are general principles and standards that can be drawn to ensure you are providing top-tier service to your clients, COIs, prospects, and even your own employees. Check out the episode to learn more about how you can enhance your service model.

#103 Strengthen Your Content Creation

Oechsli — Tue, 26 Jul 2022 06:00:00 -0400

When it comes to content creation, it's easy to become overwhelmed. After all, there's a lot involved in the process - from content ideation to the actual creation and distribution of said content. Luckily, content creation is what we do here at Oechsli and we have some tips for how to strengthen your content creation process.

#102 Lessons Learned From Recent Travel

Oechsli — Tue, 05 Jul 2022 07:00:00 -0400

With travel picking up and social events being slated on our calendars again, Stephen and Kevin wanted to review their thoughts and findings from recent travel. For episode 102 of the Stephen and Kevin show, the gang sits down to give some valuable perspective on travel and different anecdotes they've picked up from financial advisors along the way. https://www.oechsli.com/

#101 5 Takeaways From Our 2022 Affluent Research

Oechsli — Tue, 14 Jun 2022 07:00:00 -0400

Oechsli has long been known for the research we conduct on the affluent. In this episode of The Stephen and Kevin Show, Stephen and Kevin walk through some key takeaways from our 2022 Affluent Research Report. https://www.oechsli.com/

#100 All About Financial Advisor Podcasts

Oechsli — Mon, 16 May 2022 04:43:00 -0400

It's finally here! The Stephen and Kevin Show has reached 100 episodes! To celebrate this milestone, Stephen and Kevin sit down to talk about everything you need to know about Financial Advisor Podcasts - from the quality of the content to how our newest podcast program can help. Tags: financial advisor, financial planner, RIA, insurance agent, marketing, sales, social media, LinkedIn, Twitter, Facebook, Instagram, affluent, luxury, millennial, baby boomer

#99: Conducting a Social Media Competitive Analysis

Oechsli — Mon, 14 Mar 2022 03:14:00 -0400

For Episode 99, Stephen and Kevin discuss how and why you should conduct a social media competitive analysis. Done properly, a competitive analysis informs your digital marketing decisions. Are other people advertising? Which style of content is performing the best? This is especially helpful when analyzing firms whose digital marketing is better than yours. Instead of wasting your dollars, you're learning from their trial and error. Ready to get started? Watch this episode of The Stephen and Kevin Show to learn how.

#98: Better Advisor Newsletters

Oechsli — Mon, 24 Jan 2022 09:30:00 -0500

For their first episode of 2022, Stephen and Kevin discuss the importance of excellent financial advisor newsletters and how to achieve them.

From building a fantastic sender reputation to determining your newsletter frequency, check out Episode 98 of the Stephen and Kevin Show for different tips on how to develop a better advisor newsletter.

#97: 10 Common Questions - Answered

Oechsli — Tue, 23 Nov 2021 14:48:06 -0500

As the end of the year rapidly approaches, more and more questions are top of mind for advisors as they consider their strategies for 2022.

In Episode 97 of The Stephen and Kevin Show, the guys sit down to answer some of the most common questions we get from our clients.

#96: 10 Truths of Thought Leadership for Financial Advisors

Oechsli — Tue, 09 Nov 2021 06:30:00 -0500

Thought leadership initiatives enable you to showcase your expertise in a genuine and scalable manner. This is a “pull” rather than “push” marketing strategy. Over time and through repetition, you’re helping your target market see first-hand that you’re a great solution for financial advice. In Episode 96 of The Stephen and Kevin Show, the guys discuss 10 truths of building thought leadership. This episode is filled with actionable advice on your journey to building digital authority. Enjoy!

#95: Turning Social Contacts into Business Opportunities

Oechsli — Wed, 01 Sep 2021 14:18:33 -0400

This week, Stephen and Kevin discuss one of their most valuable lessons - how to take a social contact and turn that into a business opportunity. You're in luck - they almost decided to keep these tips to themselves!

#94: Mastering the Modern Personal Introduction

Oechsli — Wed, 18 Aug 2021 15:00:00 -0400

Don't call it a comeback, they've been here for years!

Stephen Boswell and Kevin Nichols are back in action with new episodes of The Stephen and Kevin Show!

This week, the duo sits down to discuss how advisors can master the art of the personal introduction, and how current events have forever changed the ways in which personal introductions can and will be made.

Video for this episode can be found at https://bit.ly/SK-94

#93: The Benefits of Social Media for Financial Advisors (Part Two)

Oechsli — Mon, 16 Aug 2021 14:30:55 -0400

This may come as a shock to you: we love social media. We believe that financial advisors aren't using social media to its full potential, and that's why we have several programs that aim to help you do just that. This week, on a new episode of The Stephen and Kevin Show, we continue our discussion of 12 unique ways that social media can prove to be a great asset for financial advisors. Originally Published on February 23, 2021

#92: The Benefits of Social Media for Financial Advisors (Part One)

Oechsli — Mon, 16 Aug 2021 14:28:27 -0400

This week, on a new episode of The Stephen and Kevin Show, we discuss 12 unique ways that social media can prove to be a great asset for financial advisors.

Originally Published on February 4, 2021

#91: The Affluent's Response to LinkedIn Messages

Oechsli — Mon, 16 Aug 2021 14:26:26 -0400

One of the questions that financial advisors ask us the most is "Do the affluent respond to LinkedIn messaging outreach?"

We've done the research, and we've got the answers for you in this episode of The Stephen and Kevin Show.

Originally Published on December 11, 2020

#90: Podcasting Best Practices

Oechsli — Fri, 13 Nov 2020 08:50:32 -0500

Are you a financial advisor interested in getting started with podcasting?

If so, you’re in the right place. In episode 90, Kevin Nichols interviews Jason Pereira. He’s a financial planner at Woodgate Financial and the host of one of the world’s largest FinTech podcasts – FinTech Impact.

You’ll learn:

The benefits of podcasting
How to start your own podcast
Measuring your podcast’s success and ROI
The equipment needed to get started
The value of guest interviews
And more!

Also, please excuse any background noise for this episode as there was considerable road construction during recording. Yikes!

#89: The Digital Introduction

Oechsli — Thu, 20 Aug 2020 09:53:32 -0400

In this episode of The Stephen and Kevin show, we discuss how financial advisors can proactively generate personal introductions digitally, by way of email. It's effective because it's repeatable and easy on the client. Add this tool to your toolchest!

About the 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 issues pertinent to financial professionals. 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

#88: Prospecting in Volatility

Oechsli — Fri, 27 Mar 2020 16:03:39 -0400

In the newest episode of The Stephen and Kevin show, we discuss how financial advisors can market themselves in volatile times. It takes a careful blend of empathy and assertiveness. How are you reaching out to clients, prospects, and centers of influence?

About the Podcast

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 boome

#87: 10 Ways to Incorporate Video into Your Practice

Oechsli — Fri, 27 Mar 2020 16:00:51 -0400

There’s no doubt that the future is video, but when most financial advisors think of video they typically just consider one application – education. While that’s great, the opportunity for utilizing video within your practice is much greater. Here are ten ways we’ve seen advisors utilizing video within their advisory business.

About the Podcast

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 boome

#86: Questions to Qualify CPAs

Oechsli — Mon, 09 Dec 2019 08:16:59 -0500

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, we'll share tips for financial advisors who want better partnerships with CPAs. These questions, as part of a solid relationship building effort, will help you set the right foundation for referral reciprocity.

About the Podcast

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 boome

#85: Today's Digital Affluent

Oechsli — Fri, 08 Nov 2019 11:18:37 -0500

Love it or hate it, technology is changing the advisor/client relationship at an accelerating pace. Social media and online search now impacts everything from first impression to first interactions and from advisor selection to deepening relationships.

The Oechsli Institute conducts ongoing research to determine how investors with $500,000 or more in investable assets use emerging technologies in their interactions with financial advisors. The findings are insightful in general, but even more so when viewed through a generational lens. In this study, we split participants into three age groups (Under 45, 45-65, and Over 65).

In this podcast, we'll share some of our most interesting findings.

About the Podcast

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 boome

#84: 9 Words to Never Use in Sales

Oechsli — Fri, 08 Nov 2019 11:14:52 -0500

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 seem pushy, or showcase a sales-first mentality.

Not only should these words be avoided in sales scenarios, they should be avoided in talks with clients, team members, and centers of influence as well. All of these perceptions matter.

Here they are…the words to avoid, an explanation of why they’ve made our list, and some things to say instead...

About the Podcast

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

#83: LinkedIn Sales Navigator

Oechsli — Fri, 06 Sep 2019 13:59:00 -0400

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 than it was a few years ago. People are logging in more frequently, posting better content, and engaging more meaningfully. If LinkedIn once felt stagnant compared to Facebook and Instagram, it’s a different animal now.

When it comes to outbound prospecting, it’s hard to find a better tool than the upgraded version of LinkedIn, which they call Sales Navigator. It provides better search functionality, helps you organize your contacts more effectively, and alerts you to life and business changes that could mean money in motion. All great stuff for financial advisors looking to proactively market themselves on LinkedIn.

The problem? Sales Navigator is packed with features and can be confusing. It feels like a totally different social network, which means yet another learning curve for financial advisors. We’ve gotten so many questions recently on this topic, so we thought we’d share a few insights to help you get the most from this ever-evolving sales tool. Here are the three tips we cover:

Save prospects, clients, COIs, and competitors as “leads.”
Reach out to prospects who’ve posted in the past 30 days
Once you find a good prospect, use the “find similar” tool to find even more.

About the Podcast

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

#82: I Already Have an Advisor

Oechsli — Fri, 06 Sep 2019 13:56:49 -0400

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, this is an acceptable answer. Most of your potential clients do already have advisors. Many of them really like their advisors.

Our goal isn't to "overcome this objection." Our goal is to keep the door open. Things change...if their financial advisor ever retires or slips up, you'd like to be the first professional who comes to mind.

About the Podcast

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

#81: Letting Go to Gain Control

Oechsli — Fri, 06 Sep 2019 13:45:14 -0400

You might read the title and assume we’re suggesting that you be less involved in your business. Hardly the case. We want you to be more involved, but with the highest-impact activities possible. Too many advisors are stuck in day-to-day routines that are counterproductive. Our message is about letting go to gain control. In this episode, we'll cover three ways to make that happen…

1 - Let go of always being right

2 - Let go of always being in the middle

3 - Let go of the status quo

About the Podcast

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

#80: Advisor Marketing as a Team Effort

Oechsli — Mon, 05 Aug 2019 09:58:07 -0400

We’re often asked how to incorporate non-producing team members into the team’s marketing efforts. It’s a great idea, but only if done the right way. We’ve seen countless examples of advisors attempting to delegate client acquisition responsibilities in full. Never, we repeat never, does this work.

That said, we do see a lot of value in having team members involved in your marketing efforts. Think about your assistant, a junior advisor, or anyone else on the team with good organizational skills and creativity. If set up properly, they can be incredibly helpful in:

1. Marketing Planning

2. Activity Tracking

3. Sourcing Opportunities

The bottom line is that by involving your team, you’ll likely end up with more consistent and thoughtful marketing.

About the Podcast

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

#79: How to Remember Names

Oechsli — Tue, 16 Jul 2019 11:31:41 -0400

When you’re out expanding your network as a financial advisor and meeting new people, you’ll quickly notice the importance of remembering names. It’s a sign of respect and sends a signal that you care. It’s difficult to make a great impression and accelerate relationships if you can’t even remember someone’s name!

In this episode of the Stephen and Kevin Show, we'll tackle these 7 ways to improve your name memory:

1. Make a conscious effort to truly listen.

2. Associate their name with someone else you know.

3. Associate their name with a unique personal feature.

4. Ask them to spell it aloud.

5. Connect on social media.

6. Repeat their name back to them.

7. Just write it down.

Dale Carnegie once said, “Remember that a person’s name is to that person the sweetest and most important sound in any language.” Hopefully, with a few of these tricks up your sleeve, you’ll soon be impressing your new contacts and approaching your social networking with supreme confidence.

#78: The 20-Minute LinkedIn Routine for Financial Advisors

Oechsli — Tue, 16 Jul 2019 11:29:51 -0400

When it comes to using LinkedIn, you want to ensure you’re putting in enough effort to get results, but at the same time, you need a routine to make sure you’re not wandering aimlessly through the interwebs.

We see two ends of the spectrum. Some advisors never log into LinkedIn. Others log in daily for hour-long web-surfing sessions that go nowhere. How do you find the right balance? You need structure. You need a routine.

We included a 10-minute LinkedIn routine in our release of The Indispensable LinkedIn Sales Guide for Financial Advisors. It’s been a few years, so we thought it would be a good time to give it an update.

At first, this routine may take a little longer than 20 minutes, but once you get into the rhythm of doing it regularly – it will be much quicker. This will put more structure around your usage and most importantly – it will ensure you are making the most of your time on the network.

#77: Raising Your Client Gift Giving Game

Oechsli — Tue, 16 Jul 2019 11:28:38 -0400

Our data is clear on the power of relationship-building. When you humanize the financial advisor / affluent client relationship, you tend to deepen loyalty and improve advocacy. We’ve talked a lot about activities like taking clients to lunch, hosting fun events, and other ways to get to know each other outside of investments.

One of the simplest ways to give a relationship a “boost” is through a small, thoughtful gift. It shows that you know them and that you care. Nearly every advisor does this, but some do it waaaay better than others. In this episode, we’ll share some best practices for improving gift-giving within your practice.

Most companies spend 80% of marketing dollars on finding new clients and 20% on current clients when they should be doing the exact opposite. Spending money on current clients through small thoughtful gifts will generate goodwill and stimulate positive word of mouth. What’s the next gift you’ll send?

#76: 7 Tips for Effective LinkedIn Messaging

Oechsli — Tue, 16 Jul 2019 11:26:14 -0400

In this episode of the Stephen and Kevin Show, we offer 7 tips on how to effectively message prospective clients on LinkedIn.

A few years ago, we rolled out a program that enabled financial advisors to outsource their social media to us. It’s grown to a point where we’re sending thousands of LinkedIn messages on behalf of financial advisors every month. Consequently, we’ve learned a lot.

There is no perfect script. If you thought this video would give you a text you can copy and paste, think again. While some templates may work from time to time, an effective LinkedIn messaging strategy is much more involved. A great message is personalized and tailored for your ideal prospect.

Instead, we’re offering you a framework to help you craft a perfect script. It’s a formula we use when crafting messages and we often refer to it as the “7 C’s.” Hope you enjoy!

Also, if you'd like a deeper dive into our marketing strategies, the Oechsli Learning Center is loaded with premium courses. Check them out here: https://www.oechsli.com/financial-adv...

#75: Financial Advisor Marketing Simplified

Oechsli — Tue, 11 Jun 2019 12:39:28 -0400

Welcome to Season 2 of The Stephen and Kevin Show. We at The Oechsli Institute are excited to be in our new office and have some excellent shows planned for you! In this episode, titled "Financial Advisor Marketing Simplified," we offer some insights on financial advisor marketing and how to bring in more new clients than ever before. This episode covers to central points:

1. Relationship Marketing - If you want results quickly, focus on smaller accounts. - If you want smaller accounts, go cold. - If you want affluent clients, focus on warmer strategies. - Warmer strategies include personal introductions, client events, strategic alliances, and social prospecting.

2. Consistency of Execution - It's true in financial advisor marketing that everything works and nothing works. It's all about consistency and routine. - Routines are a little different for everyone, but if you want big results you need a big routine.

About the Podcast

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

#74: Financial Advisor Voicemail Tips

Oechsli — Tue, 09 Apr 2019 13:49:51 -0400

Many financial advisors ask us whether or not you should even leave voicemails anymore. The answer, generally, is that you should. It’s one more chance to showcase professionalism as an advisor. Your tone, clarity of message, and cadence all impact their perception of you. And it just might elicit some follow-up. We see good and bad messages left by financial advisors, so in Episode 74 of the Stephen and Kevin Show, we thought we’d offer some tips for proper voicemailing. We'll elaborate on the following in much more detail:

- If you’re calling a prospect, leave some intrigue.

- If you’re calling an accountant, give more detail.

- Try and match the style of the person’s prompt.

- Don’t leave voicemails for people who don’t do voicemails.

- When prospecting, don’t start with XYZ financial services.

About the Podcast

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

#73: The 7 Components of Advisor Performance

Oechsli — Wed, 20 Feb 2019 09:34:56 -0500

What makes an advisory practice elite? We've just completed three years of research that sought to identify the traits of top performers. We organized our findings into a seven part model that serves as a blueprint for advisor development.

In episode 73 of The Stephen and Kevin Show, we'll walk you through this model, its seven components, and many subcomponents.

About the Podcast

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

#72: Strategies for Managing Financial Advisor Stress

Oechsli — Tue, 05 Feb 2019 14:35:08 -0500

Let's face it, you have a stressful job. After all, you're handling your clients' financial livelihood and that's a lot of pressure. But if you're stressed out, clients, prospects and COIs can tell. No one wants a stressed out financial advisor!

In episode 72 of the Stephen and Kevin Show, they discuss strategies to handle stress and increase productivity with an expert guest - Katy Goshtasbi.

About the Podcast

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

#71: 5 Tips for Building Great Checklists

Oechsli — Wed, 23 Jan 2019 10:02:46 -0500

The Oechsli Institute has worked with thousands of financial professionals over the past 30 years. Some advisors are great with implementing structure and systems within their practice and others... not so much. In Episode 71 of the Stephen and Kevin show, they discuss 5 essential components of an effective checklist. They also review the various types of checklists you should have within your business...onboarding, review meetings, market volatility, and more.

About the Podcast

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

#70: Business Planning for Financial Advisors

Oechsli — Mon, 14 Jan 2019 11:22:08 -0500

“I didn’t have time to write a short letter, so I wrote a long one instead.” -Mark Twain Most financial advisors have gone through the tedious exercise of writing a robust business plan. The problem? Often times, it ends up being a one-off exercise. Advisors spend more time planning than executing. In episode 70 of the Stephen and Kevin Show, we discuss how financial advisors can build a simple one-page business plan. There is brilliance in simplicity.

About the Podcast

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

#69: The Power of Questions with David Patchen

Oechsli — Thu, 23 Aug 2018 11:11:42 -0400

For financial advisors, the right questions are everything. They're essential in helping you understand your prospects' and clients' thought process. It's sounds easy, but it's truly a skill that takes both know-how and deliberate practice. In this episode, our special guest David Patchen, SVP of PCG Education & Practice Management for Raymond James, shares his invaluable insights into this art form.

About the Podcast

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

#68: How Long Does it Take to Close a Prospect?

Oechsli — Mon, 23 Jul 2018 13:22:40 -0400

Do you feel stagnant with your sales process? Our research can help you understand how affluent prospects select an advisor. In this episode, Stephen and Kevin explain our latest affluent research and the pipeline management process. They answer questions like, “How many other advisors do the affluent consider before selecting an advisor,” “How many times the affluent meet an advisor before engaging them for their service,” and more.

About the Podcast

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

#67: 5 Tips to Spice Up Your Website

Oechsli — Wed, 30 May 2018 08:41:06 -0400

95% of affluent prospects will research you online at some point in the decision-making process. Your website will play a huge role in their first impression, so why wouldn't you make sure it represents your brand? In this episode, Stephen and Kevin give 5 tips to spice up your website—from overall design, responsiveness, verbiage, interactivity, and much more.

About the Podcast

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

#66: Why and How to Build Business Rapport

Oechsli — Wed, 30 May 2018 08:32:17 -0400

Many sales professionals are wary of social prospecting—mostly out of fear of alienating their friends. However, you can bridge the gap between personal and business discussions by asking the right questions to build business rapport. In this episode, Stephen and Kevin discuss 3 categories of questions that can ultimately help you segue into requesting business.

About the Podcast

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

#65: 3 Tips for Your Proposal Meetings

Oechsli — Mon, 16 Apr 2018 14:03:36 -0400

If you’ve held proposal meetings with more than one decision maker, then you understand that they have a completely different energy compared to 1-on-1 meetings. Not only do you have to cater to differing opinions, but these decision makers usually prefer time to talk privately amongst themselves. In this episode, Stephen and Kevin break down the unique components of proposal meetings with 2+ decision makers & and discuss 3 specific tips for successfully navigating them.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#64: Maximizing COI Referral Credit

Oechsli — Mon, 16 Apr 2018 14:02:26 -0400

Sending business to other professionals can be an asset to your business, but you have to send something in order to get anything in return. In this episode, Stephen and Kevin discuss in-depth strategies for finding referrals and how to get the most credit for the referrals you send to other professionals.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#63: Do You Have a Phantom Pipeline?

Oechsli — Mon, 16 Apr 2018 14:00:52 -0400

Every financial advisor should keep their pipeline current. However, in addition to staying on top of your pipeline, it's important to focus your strategy on the actual pipeline management process. In this episode, Stephen and Kevin define the 3 key categories of contacts to have in your pipeline, as well as the specific process to have in place for each of those contacts.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#62: The #1 Activity Financial Advisors Should Track

Oechsli — Mon, 15 Jan 2018 12:27:04 -0500

Every financial advisor has their unique strengths, weaknesses, & opportunities, but differences aside, there's at least one activity everyone should track. In this episode, Stephen and Kevin explain the 1 activity to track, why you should track it, examples of opportunities arising from this activity, and why most advisors won't do it.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#61: What to Do When a Prospect "Ghosts" You

Oechsli — Mon, 08 Jan 2018 11:33:03 -0500

Most financial advisors know what it feels like be "ghosted," or ignored, by a prospect. If you're scratching your head as to why they've ghosted you or how to best follow up, then check out this episode. Stephen and Kevin discuss various strategies for bringing those opportunities back to life, plus they give each other some New Years Resolutions.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#60: The Power of Habit

Oechsli — Mon, 08 Jan 2018 11:31:05 -0500

Most people don't stick to New Year's Resolutions, not because they're lazy, but because 365 days is too long a timeframe for commitment. In this episode, Stephen and special guest, Matt Oechsli, discuss the best way financial advisors can set goals and establish good habits with cues, routines, and incentive.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#59: Strategies for Connecting with Your Clients' Adult Children

Oechsli — Mon, 11 Dec 2017 11:36:02 -0500

How many of your affluent clients will leave a lasting legacy to their adult children? Are you engaging those children for business?

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#58: Top Ways to Appear Salesy

Oechsli — Tue, 28 Nov 2017 15:04:53 -0500

If you prospect in social circles, then you understand the fear of coming across too salesy. It's not that you don't want to sell—you just want to do it the right way. In this episode, Stephen and Kevin discuss a plethora of ways financial advisors come across salesy.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#57: Word-of-Mouth Influence Hierarchy

Oechsli — Tue, 21 Nov 2017 08:32:01 -0500

Do you ever wonder why some advisors get more referrals than others? It's all about word-of-mouth! In this episode, Stephen and Kevin walk you through our latest model on how to stimulate word-of-mouth influence and reap all the benefits that come with it.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#56: Eliminating Inner Circle Toxicity

Oechsli — Tue, 05 Sep 2017 11:57:27 -0400

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 by surrounding yourself with people that do have your best interest in mind.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#55: Put Some Drama in Your Social Prospecting

Oechsli — Fri, 21 Jul 2017 16:14:20 -0400

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 enough to close. In this episode, Stephen and Kevin dive into a particular social prospecting technique—the "Dramatic Approach". They do a little role-playing and give a variety of language that you can use with your own social contacts.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#54: Communicating Your Ideal Client Profile

Oechsli — Tue, 06 Jun 2017 10:19:36 -0400

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 discuss research-backed strategies advisors can use to tell clients they're open for business and what their ideal client looks like.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#53: Deepening Relationships Long Distance

Oechsli — Tue, 18 Apr 2017 09:21:36 -0400

This week, learn how to deepen relationships with long distance clients. Our research shows that financial professionals have happier clients and bring in more business when they've expanded their client relationships beyond just a business component. This requires getting social, which can be a challenge if they live far away. In this episode, they answer a question from the audience and give simple strategies for staying engaged with long-distance clients

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

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

Oechsli — Wed, 12 Apr 2017 15:12:27 -0400

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 to uncover their professionalism, client attitudes, and willingness to refer.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#51: Avoiding the Humblebrag and Other Trust-Killers

Oechsli — Thu, 30 Mar 2017 16:39:34 -0400

Learn why it's good sometimes not to come across as too-polished. You can have the best scripting or the best service model, but you won't make it very far without being genuine. In this episode, Stephen and Kevin discuss the humblebrag, the best traits associated with genuine people, and other trust-killers.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#50: Making Team Meetings Great Again

Oechsli — Thu, 30 Mar 2017 16:36:14 -0400

Why do many professionals dread team meetings: they tend to drag on for far too long, aren't very productive, or are—simply put—they're boring! Productive team meetings require consistency, focus, and good energy. In episode 50, we share 14 tips for making team meetings great again.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#49: Best Practices for Tracking Marketing Activity

Oechsli — Tue, 14 Mar 2017 08:43:42 -0400

Learn valuable best practices with regards to activity tracking. While activity tracking is basic in theory, implementation takes incredible self-discipline. It will require you to be honest with yourself regarding what activities you're avoiding. You should think of activity tracking as the ultimate form of accountability. In episode 49, we offer some practical tips to ensure you're tracking the right activities, the right way.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#48: The ABCs of Delegation

Oechsli — Fri, 10 Mar 2017 16:35:49 -0500

Why is it so hard to let go of certain tasks? Your time is best spent on $1,000/Hour Activities™, the handful of activities that drive the majority of revenue and future growth of your business. Put simply, we find that advisors who have a system for delegation do more of it. Our ABCs of Delegation™ is a way to categorize your delegation list and give you (the delegator) more confidence in the process.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#47: 10 Personal Branding Essentials

Oechsli — Fri, 10 Mar 2017 16:32:39 -0500

Discover 10 essential for building a stellar personal brand. When selling an intangible service, like financial advice, the consumer is forced to make a decision before they can actually experience the service. They must evaluate everything about you to reduce risk and make a confident choice. Therefore, everything about you matters! Are you punctual? Are you organized? Do you have good etiquette? Do you follow-through on commitments?

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#46: How to Bomb a First Meeting with a Prospect

Oechsli — Tue, 24 Jan 2017 14:06:31 -0500

Learn how to bomb a first meeting with a prospects (and learn to how to avoid bombing too!). Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#44: Advice for Career Change Advisors

Oechsli — Tue, 10 Jan 2017 15:16:09 -0500

Stephen Boswell and Kevin Nichols talk about extreme sales incentives in China - which are more like punishments! They also offer some advice to career change advisors. They suggest that advisors who switch careers need a compelling "bridge" to explain their move. The guys also offer some specific marketing ideas that pertain to this group of advisors, such as educational events, approaching former colleagues, developing online niche content, and more. If you're a second-career or third-career advisor, don't miss this episode!

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#45: 7 Tips for a Highly Productive Day

Oechsli — Tue, 10 Jan 2017 14:39:32 -0500

Stephen Boswell and Kevin Nichols talk about how to maximize your productivity. Have you ever had a moment at the end of a long day where you thought—wow, I got a lot done today? Most of us have. It’s a good feeling. Maybe you wouldn’t call it “perfect,” but it represents an ideal 24 hour cycle of your most important actions. It’s impractical to think that every day can be a perfect day. But it’s reasonable to think that we can improve our productivity by modeling this perfect day. In episode 45 of the Stephen and Kevin Show we offer some 7 practical tips for having a highly productive day. Enjoy!

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#43: Three Types of Fee Conversations

Oechsli — Tue, 22 Nov 2016 08:47:04 -0500

Stephen Boswell and Kevin Nichols talk about why the fees you charge are a growing topic of conversation - and why that's not going away. So, it's worth the time to make sure you and your team members are armed with the proper responses. In our latest episode, we explore 3 common fee conversations with both clients and prospects.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#42: How to Build a Niche Using LinkedIn

Oechsli — Wed, 02 Nov 2016 08:34:34 -0400

Stephen Boswell and Kevin Nichols talk about why LinkedIn is a niche marketers dream come true. We cover how to brand your profile, develop content, and find prospects using LinkedIn. Whether you work with dentists, physicians, business owners, corporate executives, etc. this episode will show you how to build your niche using the world's largest professional network. Enjoy!

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#41: Getting the Most from Coaching

Oechsli — Wed, 26 Oct 2016 11:52:57 -0400

Stephen Boswell and Kevin Nichols talk about why most successful professionals, regardless of their profession, use a coach and they offer some valuable tips for getting the most out of these types of relationships.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#40: The Psychology of Selling

Oechsli — Fri, 07 Oct 2016 14:28:55 -0400

Stephen Boswell and Kevin Nichols talk about why understanding human behavior, especially with the affluent, is critically important to high-level sales skills. By understanding some of the common psychological biases, you are able to better understand yourself, your clients, and your prospects.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#39: What are your Success Limiters?

Oechsli — Mon, 03 Oct 2016 13:22:25 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk about overcoming your Success Limiters™ - the mental hang-ups that limit your success. They distract us. They stop us in our tracks. They take us off course. Ultimately, they hold us back from reaching our potential.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#38: 6 Perfect Times to Ask for Feedback

Oechsli — Tue, 20 Sep 2016 11:07:25 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk about why most professionals don’t ask for feedback the right way. More importantly, they share six of the best times to ask for feedback from clients and prospects - if you want feedback that's helpful to your business.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#37: 5 Ways to Generate More Unsolicited Referrals

Oechsli — Mon, 19 Sep 2016 11:50:12 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk about whether or not it's possible to get new clients to come to you without a fancy outbound marketing campaign. Hint - it is - and we'll share 5 ways to get more unsolicited referrals. Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#36: 10 Signs You May be Losing a Client

Oechsli — Thu, 18 Aug 2016 11:50:49 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute share 10 signs you may be losing a client. Gaining new clients is tough! Every step must be taken to ensure clients stick with you for the long term. These 10 signs should help you predict vulnerable clients and to intercede before it's too late. Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#35: Behavioral Finance with Dr. Daniel Crosby

Oechsli — Mon, 08 Aug 2016 14:46:08 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute interview Dr. Daniel Crosby, a behavioral finance expert, who shares his laws of wealth and provides practical advice you can immediately implement with clients. Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#34: Olympic-Themed Relationship Builders

Oechsli — Tue, 26 Jul 2016 10:56:24 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk about the Olympics. Rio is right around the corner, so it's a perfect time to talk through some clever ideas to maximize these historic games with both clients and prospects. Enjoy!

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#33: Telling Stories That Sell

Oechsli — Mon, 11 Jul 2016 11:50:14 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk about STORIES. When done correctly, story telling can be a highly effective way to connect with prospects. Stories go beyond pitching features and benefits. Instead, they help us connect emotionally with prospects and build trust through transparency.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#32: Maximizing Client and COI Birthdays

Oechsli — Mon, 27 Jun 2016 16:54:09 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk birthdays. Your clients, prospects and COIs all have birthdays, but are you making the most of them? They can be an excellent reason to touch-base and deepen relationships. In this episode we walk through a number of creative ways to leverage this annual occasion.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#31: 13 True Differentiators

Oechsli — Tue, 14 Jun 2016 10:50:13 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute ask the question, "What makes you different?" It's a question asked of nearly all service professionals. In this episode, we help you answer this question by determining you and your teams true differentiators. We also show you a nifty website to figure out prospect's email addresses. Enjoy!

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#30: Going Cold to Warm, LinkedIn Groups, and Robo Explanations

Oechsli — Tue, 07 Jun 2016 14:51:21 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute answer three questions from our viewers including:

→How does an advisor shift from cold prospecting tactics to warm? →How can you use LinkedIn groups to gather luncheon attendees? →How do I communicate and position our firms new robo-advisor platform to my clients?

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#29: 3 All-Too-Common Sales Objections (and Responses!)

Oechsli — Wed, 01 Jun 2016 09:32:51 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute give their thoughts on three all-too-common sales objections like...."let me think about it." Master these and keep your pipeline flowing.

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#28: 5 Growth Tips for New Financial Advisors

Oechsli — Mon, 23 May 2016 10:07:01 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute showcase five ideas for new advisors looking to grow their practices. These are five FREE tips straight from our FastTrack for Growth series. Enjoy!

Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#27: 10 Creative Ways to Touch Base With Prospects + 1 iPhone Hack

Oechsli — Tue, 03 May 2016 13:41:15 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute offer 10 Creative Ways to Touch Base With Prospects. Let's face it...not everyone becomes a client. What do you do with stale prospects? Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#26: What's the Biggest Thing Holding Advisors Back?

Oechsli — Fri, 29 Apr 2016 13:28:22 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute host a surprise special guest to discuss the number one obstacle financial advisors face when it comes to growing their practice. Hint: It's totally within your control. Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#25: The Facebook Edition

Oechsli — Mon, 18 Apr 2016 13:29:55 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute give their opinion on using Facebook to grow your business. Hint - you should! Their take - this is America (or Canada), you can have a personal Facebook page, and you should be using it to gather helpful intel, deepen relationships, and find introduction opportunities. Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#24: Talkin' Tech with Bill Winterberg

Oechsli — Fri, 08 Apr 2016 16:46:58 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk with Bill Winterberg of FPPad about Youtube marketing, advisor videos, and pinball wizards. Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#23: Firing Clients, Best Client Gift Ideas, Crowdsourcing Gone Wrong

Oechsli — Mon, 28 Mar 2016 09:59:17 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk about Boaty McBoatface (crowdsourcing gone wrong), the best client gifts we've ever seen (and some related strategies), and how to transition clients to other advisors. Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#22: 10 Personal Details You Should Know About Your Best Clients

Oechsli — Fri, 18 Mar 2016 16:28:44 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk about connecting with clients on a personal level and 10 personal details you should know about your best clients. Want access to the Know Your Client Worksheet referenced in the show? Ask a question on Twitter or Instagram using #AskStephenAndKevin.

About the Podcast

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

#21: Tom Kimberly, Betterment Institutional, Robo-Advisors

Oechsli — Mon, 07 Mar 2016 15:37:54 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute interview Tom Kimberly of Betterment Institutional. Viewing robo-advisors as a competitor? Some of them want to be your business partner! #AskStephenAndKevin

About the Podcast

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

#20: Rob Knapp, 12-4-2 applied for 2016, Takeaways from Mt. Kilimanjaro

Oechsli — Mon, 07 Mar 2016 15:31:00 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute spend some time with industry legend, Rob Knapp of Supernova Consulting. Among other topics, we discuss the 12-4-2 contact model and how it's evolved in 2016. We also get some great advisor takeaways from Rob's travels to Mt. Kilimanjaro. #AskStephenAndKevin

About the Podcast

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

#19: Going "Viral", Prospect Lead Times, Hiding LinkedIn Connections

Oechsli — Fri, 26 Feb 2016 15:44:28 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the relevance of videos like "Damn Daniel, whether or not it takes longer to close prospects when there is market volatility, and if it's possible to hide your LinkedIn connections from certain people. #AskStephenAndKevin

About the Podcast

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

#18: Kevin Bacon, Being the Trusted Advisor, Prospects at Your Events

Oechsli — Tue, 16 Feb 2016 10:14:24 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the changes in the rule of 6 (Kevin Bacon rule) with the advent of social media, they answer a viewer question on becoming THE trusted advisor, and offer strategies for increasing prospects at your intimate client events. #AskStephenAndKevin

About the Podcast

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

#17: Interview with Tash Elwyn - President of PCG at Raymond James

Oechsli — Tue, 16 Feb 2016 10:09:29 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss robo-advisors, the future of the industry, and even homestyle BBQ with our special guest Tash Elwyn the President of the Private Client Group at Raymond James. Enjoy!. #AskStephenAndKevin

About the Podcast

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

#16: Face Swapping, One Key Marketing Idea, Promoting Recognition

Oechsli — Tue, 16 Feb 2016 09:48:45 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute debate...If you had only one marketing technique, what would it be? They also cover how to promote the fact that you got an industry award or have been recognized on a list. #AskStephenAndKevin

About the Podcast

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

#15: COI Reciprocity, Social Lunches, Gym Selfies

Oechsli — Tue, 16 Feb 2016 09:42:05 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss how to get more referrals from other professionals, the strategy and benefits and strategies for getting social with clients, and how many affluent clients check Facebook when they wake up in the morning. #AskStephenAndKevin

About the Podcast

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

#14: Free Biz. Dev. Plan, Creative Intimate Events Ideas, Volatility Outreach

Oechsli — Thu, 21 Jan 2016 11:32:47 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss some creative intimate client event ideas, talk about if/when you should reach out to clients during market volatility, and share some tips on selling in any industry. #AskStephenAndKevin

About the Podcast

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

#13: More Video Views, How's Business?, and Thank You Notes

Oechsli — Thu, 21 Jan 2016 11:27:29 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss how to get more views on your videos, how to answer the question "how's business," and the right way to use thank-you notes. #AskStephenAndKevin

About the Podcast

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

#12: Michael Kitces Interview + The Best $200 You Can Spend for New Years

Oechsli — Thu, 21 Jan 2016 11:25:17 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute spend some time with thought-leader and blogger extraordinaire Michael Kitces talking about the future of paying for financial advice. They also talk about the best $200 you can spend for New Years. #AskStephenAndKevin

About the Podcast

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

#11: Texting Like a Jerk, Selling in Social Circles, Small Market Financial Advisors

Oechsli — Thu, 21 Jan 2016 11:22:36 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the nuances of text messaging, how to sell in social circles without coming across salesy, and how to prosper as a financial advisor in a smaller geographical market. #AskStephenAndKevin

About the Podcast

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

#10: Top 3 LinkedIn Sales Tactics

Oechsli — Wed, 16 Dec 2015 10:58:03 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the top three LinkedIn sales tactics for financial advisors #AskStephenAndKevin

About the Podcast

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

#9: Young Affluent, Teaching COIs LinkedIn, Best Marketing Ideas

Oechsli — Wed, 16 Dec 2015 10:55:00 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss finding young investors, teaching COIs to use LinkedIn, and our response to the question, "what's your best marketing idea?" #AskStephenAndKevin

About the Podcast

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

#7: Hearts on Twitter, Events After Thanksgiving, Preparing for Coaching Sessions

Oechsli — Wed, 25 Nov 2015 04:25:00 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss hearts vs stars on Twitter, events you can hold between Thanksgiving and year-end, and the best way to prepare for a coaching session. Have a question? Use AskStephenAndKevin on Twitter or Instagram.

About the Podcast

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

#8: Budgeting to Wow Clients, LinkedIn Exporting Ability, and Frequency of Client Review Meetings

Oechsli — Wed, 25 Nov 2015 04:25:00 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the right way to use budget money to wow clients, whether or not it's possible to export contacts from an Alumni search on LinkedIn, and our research on desired meeting frequency with today's affluent clients.

About the Podcast

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

#6: Engaging Both Spouses, Trimming LinkedIn Connections, and Prospecting in a Vacation Market

Oechsli — Mon, 16 Nov 2015 11:09:00 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss engaging both spouses with guest Veronica Dagher of the Wall Street Journal, whether or not you need to trim your LinkedIn connections, and how to prospect in a vacation market.

About the Podcast

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

#5: Targeting NextGen Investors, Pros/cons of LinkedIn Premium, and Staying Clear of Social Media Compliance

Oechsli — Fri, 06 Nov 2015 03:25:00 -0500

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. 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

#4: DIY Investors, Facebook Privacy Settings, , and Last-Minute Halloween Tips

Oechsli — Mon, 02 Nov 2015 03:19:00 -0500

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss how to prospect DIY Investors, Facebook Privacy Settings, and offer some last minute Halloween tips for advisors.

About the Podcast

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

#3: Delegating Social Media, Video Blogging, and Sourcing Names

Oechsli — Fri, 23 Oct 2015 03:11:00 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss whether or not you should delegate social media, how you could start video blogging, and what exactly is "sourcing names."

About the Podcast

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

#1: Twitter's Big News, Events on the Cheap, and Business vs. Social Events

Oechsli — Fri, 16 Oct 2015 15:34:17 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss Twitter's big news of eliminating the 140 character limit, how to host intimate client events without much of a budget, and whether or not all events need to be purely social.

About the Podcast

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

#2: Paul Sullivan Interview, Twitter Prospecting, and Firing Your FA

Oechsli — Fri, 16 Oct 2015 04:39:00 -0400

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss review meetings with Millennials with special guest Paul Sullivan from the New York Times, prospecting using Twitter, and the top reasons affluent investors leave their financial advisors.

About the Podcast

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