The Stephen and Kevin Show

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/

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, Fa...

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...

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.

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.

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. T...

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!

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 foun...

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.   Origin...

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 discuss 12 unique ways that social media can prove to be a great asset for financial advisors. Originally Published on Febru...

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

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...

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 Guid...

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 Gu...

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 Ad...

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 (auth...

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...

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…th...

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 prospe...

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 financ...

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 a...

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. Thi...

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...

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 stru...

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...