Oechsli

The Stephen and Kevin Show

Business EN ↓ 126 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. 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 clien...

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Oechsli

Episodes

#26: What's the Biggest Thing Holding Advisors Back? 29.04.2016 14:40

Stephen Boswell and Kevin Nichols of The Oechsli Institute host a surprise special guest to discuss the number one obstacle financial advisors face when it comes to growing their practice. Hint: It's totally within your control. 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 (...

#25: The Facebook Edition 18.04.2016 15:03

Stephen Boswell and Kevin Nichols of The Oechsli Institute give their opinion on using Facebook to grow your business. Hint - you should! Their take - this is America (or Canada), you can have a personal Facebook page, and you should be using it to gather helpful intel, deepen relationships, and find introduction opportunities. Have a question? Ask on Twitter or Instagram using #AskStephenAndKe...

#24: Talkin' Tech with Bill Winterberg 08.04.2016 17:44

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk with Bill Winterberg of FPPad about Youtube marketing, advisor videos, and pinball wizards. 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 discussio...

#23: Firing Clients, Best Client Gift Ideas, Crowdsourcing Gone Wrong 28.03.2016 13:03

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk about Boaty McBoatface (crowdsourcing gone wrong), the best client gifts we've ever seen (and some related strategies), and how to transition clients to other advisors. Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nich...

#22: 10 Personal Details You Should Know About Your Best Clients 18.03.2016 15:02

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk about connecting with clients on a personal level and 10 personal details you should know about your best clients. Want access to the Know Your Client Worksheet referenced in the show? Ask a question on Twitter or Instagram using #AskStephenAndKevin. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and...

#21: Tom Kimberly, Betterment Institutional, Robo-Advisors 07.03.2016 13:23

Stephen Boswell and Kevin Nichols of The Oechsli Institute interview Tom Kimberly of Betterment Institutional. Viewing robo-advisors as a competitor? Some of them want to be your business partner! #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 t...

#20: Rob Knapp, 12-4-2 applied for 2016, Takeaways from Mt. Kilimanjaro 07.03.2016 23:52

Stephen Boswell and Kevin Nichols of The Oechsli Institute spend some time with industry legend, Rob Knapp of Supernova Consulting. Among other topics, we discuss the 12-4-2 contact model and how it's evolved in 2016. We also get some great advisor takeaways from Rob's travels to Mt. Kilimanjaro. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) a...

#19: Going "Viral", Prospect Lead Times, Hiding LinkedIn Connections 26.02.2016 9:37

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the relevance of videos like "Damn Daniel, whether or not it takes longer to close prospects when there is market volatility, and if it's possible to hide your LinkedIn connections from certain people. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The...

#18: Kevin Bacon, Being the Trusted Advisor, Prospects at Your Events 16.02.2016 15:32

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the changes in the rule of 6 (Kevin Bacon rule) with the advent of social media, they answer a viewer question on becoming THE trusted advisor, and offer strategies for increasing prospects at your intimate client events. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Ni...

#17: Interview with Tash Elwyn - President of PCG at Raymond James 16.02.2016 17:22

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss robo-advisors, the future of the industry, and even homestyle BBQ with our special guest Tash Elwyn the President of the Private Client Group at Raymond James. Enjoy!. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guid...

#16: Face Swapping, One Key Marketing Idea, Promoting Recognition 16.02.2016 9:51

Stephen Boswell and Kevin Nichols of The Oechsli Institute debate...If you had only one marketing technique, what would it be? They also cover how to promote the fact that you got an industry award or have been recognized on a list. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Gui...

#15: COI Reciprocity, Social Lunches, Gym Selfies 16.02.2016 11:52

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss how to get more referrals from other professionals, the strategy and benefits and strategies for getting social with clients, and how many affluent clients check Facebook when they wake up in the morning. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of...

#14: Free Biz. Dev. Plan, Creative Intimate Events Ideas, Volatility Outreach 21.01.2016 12:30

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss some creative intimate client event ideas, talk about if/when you should reach out to clients during market volatility, and share some tips on selling in any industry. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Gui...

#13: More Video Views, How's Business?, and Thank You Notes 21.01.2016 14:19

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss how to get more views on your videos, how to answer the question "how's business," and the right way to use thank-you notes. #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 qu...

#12: Michael Kitces Interview + The Best $200 You Can Spend for New Years 21.01.2016 26:46

Stephen Boswell and Kevin Nichols of The Oechsli Institute spend some time with thought-leader and blogger extraordinaire Michael Kitces talking about the future of paying for financial advice. They also talk about the best $200 you can spend for New Years. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispens...

#11: Texting Like a Jerk, Selling in Social Circles, Small Market Financial Advisors 21.01.2016 21:30

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the nuances of text messaging, how to sell in social circles without coming across salesy, and how to prosper as a financial advisor in a smaller geographical market. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guid...

#10: Top 3 LinkedIn Sales Tactics 16.12.2015 24:38

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the top three LinkedIn sales tactics for financial advisors #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 Oechsli Institute is...

#9: Young Affluent, Teaching COIs LinkedIn, Best Marketing Ideas 16.12.2015 15:58

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss finding young investors, teaching COIs to use LinkedIn, and our response to the question, "what's your best marketing idea?" #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 qu...

#8: Budgeting to Wow Clients, LinkedIn Exporting Ability, and Frequency of Client Review Meetings 25.11.2015

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the right way to use budget money to wow clients, whether or not it's possible to export contacts from an Alumni search on LinkedIn, and our research on desired meeting frequency with today's affluent clients. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensab...

#7: Hearts on Twitter, Events After Thanksgiving, Preparing for Coaching Sessions 25.11.2015 11:22

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss hearts vs stars on Twitter, events you can hold between Thanksgiving and year-end, and the best way to prepare for a coaching session. Have a question? Use AskStephenAndKevin on Twitter or Instagram. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedI...

#6: Engaging Both Spouses, Trimming LinkedIn Connections, and Prospecting in a Vacation Market 16.11.2015 16:01

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss engaging both spouses with guest Veronica Dagher of the Wall Street Journal, whether or not you need to trim your LinkedIn connections, and how to prospect in a vacation market. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a...

#5: Targeting NextGen Investors, Pros/cons of LinkedIn Premium, and Staying Clear of Social Media Compliance 06.11.2015 19:38

#4: DIY Investors, Facebook Privacy Settings, , and Last-Minute Halloween Tips 02.11.2015 12:52

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss how to prospect DIY Investors, Facebook Privacy Settings, and offer some last minute Halloween tips for advisors. 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 #AskStephen...

#3: Delegating Social Media, Video Blogging, and Sourcing Names 23.10.2015 17:07

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss whether or not you should delegate social media, how you could start video blogging, and what exactly is "sourcing names." 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 #A...

#1: Twitter's Big News, Events on the Cheap, and Business vs. Social Events 16.10.2015 10:22

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss Twitter's big news of eliminating the 140 character limit, how to host intimate client events without much of a budget, and whether or not all events need to be purely social. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a li...