89 episodes

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

The Stephen and Kevin Show - Oechsli Institute - Financial Advisor Research - Affluent Marketing Stephen Boswell and Kevin Nichols - The Oechsli Institute - Financial Advis

    • Marketing
    • 4.6 • 26 Ratings

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

    #90: Podcasting Best Practices

    #90: Podcasting Best Practices

    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!

    • 32 min
    #89: The Digital Introduction

    #89: The Digital Introduction

    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

    • 18 min
    • video
    #88: Prospecting in Volatility

    #88: Prospecting in Volatility

    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
    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 boome

    • 11 min
    • video
    #87: 10 Ways to Incorporate Video into Your Practice

    #87: 10 Ways to Incorporate Video into Your Practice

    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
    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 boome

    • 14 min
    #86: Questions to Qualify CPAs

    #86: Questions to Qualify CPAs

    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
    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 boome

    • 15 min
    #85: Today's Digital Affluent

    #85: Today's Digital Affluent

    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
    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 boome

    • 19 min

Customer Reviews

4.6 out of 5
26 Ratings

26 Ratings

financial planner guy ,

Awesome podcast for advisors

Great content and actionable tips packed into each episode. One of the best podcasts I’ve found for advisors looking to grow their business. Highly recommend!

William Kowalski ,

The best!

Delivering great, actionable ideas to grow your advisory practice. Our team has been working with Stephen and Oechsli for a long time and will continue doing it!

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