The Stephen and Kevin Show Oechsli

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. 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 FOLLOW US ON: Instagram: https://bit.ly/3KtYvpi Facebook: https://bit.ly/3GQ8rXT LinkedIn: https://bit.ly/33C6e3Z ============================= Table of Contents: ============================= 0:00 - Intro 09:40 - Client Event Ideas 27:52 - Best Practices 30:33 - Concluding Remarks

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. 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 FOLLOW US ON: Instagram: https://bit.ly/3KtYvpi Facebook: https://bit.ly/3GQ8rXT LinkedIn: https://bit.ly/33C6e3Z============================= Table of Contents: ============================= 0:00 - Intro 04:36 - Why Rebrand? 13:22 - What's In a Name? 27:27 - Make a Great Logo 34:45 - The Value of Brand Guidelines

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. 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 FOLLOW US ON: Instagram: https://bit.ly/3KtYvpi Facebook: https://bit.ly/3GQ8rXT LinkedIn: https://bit.ly/33C6e3Z ============================= Table of Contents: ============================= 0:00 - Intro 05:33 - Marketing Situations 35:31 - Wrapping Up

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.LEARN MORE:www.oechsli.comOUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWkOechsli Social Content - https://bit.ly/3qM2vd2Oechsli Digital Ads - https://bit.ly/3AhXuvEOechsli Video - https://bit.ly/3GRsFAAOechsli Newsletters - https://bit.ly/3tHbTQYOechsli Websites- http://bit.ly/2KUw04wOechsli Podcasts - https://bit.ly/3NgddRmFOLLOW US ON:Instagram: https://bit.ly/3KtYvpiFacebook: https://bit.ly/3GQ8rXTLinkedIn: https://bit.ly/33C6e3Z=============================Table of Contents:=============================0:00 - Intro01:40 - Why Do Clients Refer?04:28 - Client-Friendly Suggestions16:56 - Reasons Why Clients Don't Refer23:21 - How To Coach Your Clients28:32 - Concluding Remarks

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/researchBig shoutout to Allianz for sponsoring this episode! For more on what they offer, hit up: oechsli.com/azlLEARN MORE:www.oechsli.comOUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWkOechsli Social Content - https://bit.ly/3qM2vd2Oechsli Digital Ads - https://bit.ly/3AhXuvEOechsli Video - https://bit.ly/3GRsFAAOechsli Newsletters - https://bit.ly/3tHbTQYOechsli Websites- http://bit.ly/2KUw04wOechsli Podcasts - https://bit.ly/3NgddRmFOLLOW US ON:Instagram: https://bit.ly/3KtYvpiFacebook: https://bit.ly/3GQ8rXTLinkedIn: https://bit.ly/33C6e3Z

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!LEARN MORE:www.oechsli.comOUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWkOechsli Social Content - https://bit.ly/3qM2vd2Oechsli Digital Ads - https://bit.ly/3AhXuvEOechsli Video - https://bit.ly/3GRsFAAOechsli Newsletters - https://bit.ly/3tHbTQYOechsli Websites- http://bit.ly/2KUw04wOechsli Podcasts - https://bit.ly/3NgddRmFOLLOW US ON:Instagram: https://bit.ly/3KtYvpiFacebook: https://bit.ly/3GQ8rXTLinkedIn: https://bit.ly/33C6e3Z