The Stephen and Kevin Show

Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. Oechsli (The Oechsli Institute) is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor marketing strategies - How affluent consumers conduct digital due diligence - Elite financial advisor client service models - Tips for getting referrals from clients and COIs - Online branding for elite financial advisors - How to use LinkedIn, Twitter, Facebook and Instagram for prospecting Questions for our next episode? #AskStephenAndKevin www.oechsli.com 800-883-6582 Tags: financial advisor, financial planner, RIA, insurance agent, marketing, sales, social media, LinkedIn, Twitter, Facebook, Instagram, affluent, luxury, millennial, baby boomer
Awesome podcast for advisors
03/29/2018
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!
The best!
10/30/2015
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!
About
Information
- CreatorOechsli
- Years Active2015 - 2025
- Episodes116
- RatingClean
- Copyright© Copyright 2022 The Stephen and Kevin Show
- Show Website
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