The Stephen and Kevin Show

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...

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 Stephen Boswell (author of...

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...

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 pro...

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?...

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 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...

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 forme...

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...

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 #AskStephenAndKe...

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...

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 Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The...

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 Stephen Bosw...

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 Stephen Boswell (author of B...

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 Stephen Boswell (autho...

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 Stephen Boswell (author of Best Practices of Elite Advis...

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...

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 Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author o...

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 Stephen Boswell (author of Best Practices of Elite Advisors) a...

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 P...

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 #AskStephenAndKevi...

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 us...

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. A...

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 Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable Li...

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 Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indis...

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 Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable Li...