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Oechsli
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...
Listen now
Ratings & Reviews
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4.5 stars from 29 ratings
Awesome podcast for advisors
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“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!”
financial planner guy via Apple Podcasts ·
United States of America ·
03/29/18
The best!
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“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!”
William Kowalski via Apple Podcasts ·
United States of America ·
10/30/15
Recent Episodes
As a financial advisor, have you wondered what are some must-have videos on your website?In Episode 115, Stephen and Kevin dive into how to bring your website to life. They discuss the difference between DIY and studio video quality and 5 specific reasons why you should have videos on your...
Published 07/26/24
Published 07/26/24
If you're not getting referrals from your COIs, is it time to move on? Or are there ways to rekindle the relationship?For Episode 114, Stephen and Kevin dive into how to drive more referrals from accountants, attorneys, and other professionals.LEARN MORE: www.oechsli.comOUR SERVICES:Oechsli...
Published 05/07/24
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