The Stephen and Kevin Show

Not every prospect is ready to move forward right now — and that's okay. In this episode, we explore how financial advisors can effectively market to Periodics — prospects who show potential but aren't ready to commit today.Learn how to stay in front of these future clients using:Strategic email newslettersSocial media engagement tacticsTargeted remarketing adsTimely event invitationsWell-timed calls during market shiftsWe also explain our proven pipeline process: Potential → Prospect → Periodic, and how to keep your Periodic engaged without being pushy.If you're a financial advisor looking to improve your marketing follow-up strategy and build a strong long-term pipeline, this episode is a must-listen.Don't forget to subscribe for more financial advisor marketing strategies that work.LEARN MORE: www.oechsli.comOUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWkOechsli Social Content - https://bit.ly/3qM2vd2Oechsli Digital Ads - https://bit.ly/3AhXuvEOechsli Video - https://bit.ly/3GRsFAAOechsli Newsletters - https://bit.ly/3tHbTQYOechsli Websites- http://bit.ly/2KUw04wOechsli Podcasts - https://bit.ly/3NgddRmFOLLOW US ON:Instagram: https://bit.ly/3KtYvpiFacebook: https://bit.ly/3GQ8rXTLinkedIn: https://bit.ly/33C6e3Z=============================Table of Contents:=============================0:00 - Personal Stories6:05 - What are periodics?10:45 - Organizing periodics15:35 - Event marketing18:30 - Personal touchpoints

Ready to hit record? In episode 118 of The Stephen and Kevin Show, we break down why financial advisors should be filming videos—and how to do it right. From prep tips to teleprompter tricks, editing hacks to essential gear, we've got you covered. This is your backstage pass to showing up with confidence on screen.LEARN MORE: www.oechsli.comOUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWkOechsli Social Content - https://bit.ly/3qM2vd2Oechsli Digital Ads - https://bit.ly/3AhXuvEOechsli Video - https://bit.ly/3GRsFAAOechsli Newsletters - https://bit.ly/3tHbTQYOechsli Websites- http://bit.ly/2KUw04wOechsli Podcasts - https://bit.ly/3NgddRmFOLLOW US ON:Instagram: https://bit.ly/3KtYvpiFacebook: https://bit.ly/3GQ8rXTLinkedIn: https://bit.ly/33C6e3Z=============================Table of Contents:=============================0:00 - Intro06:18 - The preparation for the prepared messaging for your video10:04 - Before filming, warm up11:48 - Should I practice before?12:20 - What to use when filming16:36 - Complexity vs. Simplicity17:56 - Getting into editing

Are you unknowingly turning away prospects with your website? In this video, we break down the 10 most common mistakes on financial advisor websites—and show you exactly how to fix them. Whether you're building a site from scratch or revamping your current one, this guide will help you avoid critical errors that hurt user experience, SEO, and lead generation. Failing the 5-Second Test? Remember, visitors form first impressions fast. If your homepage is cluttered, confusing, or generic, you're likely losing business before the conversation even starts.Here's what we cover:1. Failing the 5-Second Test – First impressions count.2. Relying on Stock Photography – Authenticity beats generic visuals.3. Accepting Old Copywriting – Cut the jargon and connect.4. No Advisor-Generated Content – Build trust and visibility.5. Neglecting SEO – Help prospects find you on Google.6. Inconsistent or Weak Branding – Your website should reflect your firm.7. Underwhelming Bio Pages – Personal connection starts here.8. Lack of Models – Make complex ideas easy to digest.9. Weak CTAs – Motivate meaningful action.10. Not Using Tracking & Analytics – Improve what you measure. This is a must-watch for any advisor looking to upgrade their digital presence. If you're serious about converting website traffic into real conversations, this is where you start. Like this video if it helped you Comment with your biggest website challenge Subscribe for more tips on advisor marketing and branding#FinancialAdvisorWebsites #WebsiteMistakes #AdvisorMarketing #FinancialMarketing #FailingThe5SecondTestAllianz Investment Management LLC is a registered investment adviser and wholly owned subsidiary of Allianz Life Insurance Company of North America. Investment involves risk including possible loss of principal. There is no guarantee the funds will achieve their investment objectives and may not be suitable for all investors.Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the Fund, please call 877.429.3837 or visit www.allianzIMetfs.com and review the prospectus. Investors should read the prospectus carefully before investing.Distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with Allianz Investment Management LLC or Allianz Life Insurance Company of North America.

In Episode 116 of The Stephen and Kevin Show, we dive into 5 key marketing trends shaping the future for financial advisors. From the evolving power of referrals to the impact of friendships, teaming, and digital media—don't miss these insights to stay ahead!LEARN MORE: www.oechsli.comOUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWkOechsli Social Content - https://bit.ly/3qM2vd2Oechsli Digital Ads - https://bit.ly/3AhXuvEOechsli Video - https://bit.ly/3GRsFAAOechsli Newsletters - https://bit.ly/3tHbTQYOechsli Websites- http://bit.ly/2KUw04wOechsli Podcasts - https://bit.ly/3NgddRmFOLLOW US ON:Instagram: https://bit.ly/3KtYvpiFacebook: https://bit.ly/3GQ8rXTLinkedIn: https://bit.ly/33C6e3Z=============================Table of Contents:=============================0:00 - Intro03:21 - Referrals reign supreme07:37 - Friendships between client and advisor12:22 - Why teaming is so important16:11 - Why your website shouldn't be neglected21:35 - Digital media's significant marketing opportunity for financial advisorsAllianz Investment Management LLC is a registered investment adviser and wholly owned subsidiary of Allianz Life Insurance Company of North America.Most buffered ETFs have a cap, which may limit the upside return potential relative to the index performance.Investment involves risk including possible loss of principal. There is no guarantee the funds will achieve their investment objectives and may not be suitable for all investors.Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the Fund, please call 877.429.3837 or visit www.allianzIMetfs.com and review the prospectus. Investors should read the prospectus carefully before investing.Distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with Allianz Investment Management LLC or Allianz Life Insurance Company of North America.

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 website.

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.

At Oechsli, we've talked a lot about client events - what to do, why to do them, and some tips to help you get started. For Episode 113, Stephen and Kevin cover 20 unique client event ideas. Check out the episode to get inspired for your next event and learn why frequent activities with clients are so beneficial for your business.

We know there's a LOT that can go into branding - naming, logo design, website layout, colors, fonts... the list goes on and on. If you're on your branding journey for your practice, you may not know where to start, what to include or even how to name your business. For Episode 112, Stephen and Kevin sit down to discuss advisor branding - how to start, what it means, what works and what doesn't.

Cold-calling, door-knocking, client events, referrals, introductions, social media, digital ads, print ads...when it comes to advisor marketing, there is no shortage of ideas. But how do investors really feel about financial advisor marketing? For Episode 111, Stephen and Kevin dive deep and give their unfiltered perspective. Discover what works (and what bombs) when attracting affluent clients. Tune in for actionable tips and unexpected marketing insights.

Welcome back to the Stephen and Kevin Show! In Episode 110, we're diving deep into the art and science of client referrals. Whether you're a seasoned professional or just starting, understanding client referrals is crucial for sustainable growth. So, join us in this informative journey and discover how you can not only understand but also influence the referral process to your advantage.

Understanding the affluent investor's preferences is more crucial than ever. Advisors continue to leverage digital tools to enhance their marketing and client relationships, yet personal relationships remain a necessity. Our goal in our most recent affluent research is to help you make the right, research-based decisions for your business in the months and years to come. Check out this episode of the Stephen and Kevin show to learn about 5 affluent trends you need to know going into 2024. Want all the juicy details? Check out our full research here: oechsli.com/research Big shoutout to Allianz for sponsoring this episode! For more on what they offer, hit up: oechsli.com/azl

Discover the art of the financial advisor value proposition. For Episode 108 of the Stephen & Kevin Show, we cover what works, what doesn't, and why value propositions matter in the first place. If you're interested in crafting a winning value proposition that helps to differentiate yourself, attract top clients, and build lasting trust, then this is the episode for you!

Join Stephen and Kevin for Episode 107 of the Stephen and Kevin Show as they provide a comprehensive guide to video production for financial advisors. Discover how to set up your space, choose the right equipment, edit effectively, and deliver captivating on-camera performances. Also, learn why video is so important and why financial advisors should embrace this medium. So, if you're a financial advisor seeking to amplify your influence, expand your client base, and establish yourself as an authority in the digital space, don't miss the 107th episode of the Stephen and Kevin Show. Equip yourself with the knowledge and skills necessary to create compelling videos and leverage the power of social networks for maximum impact.

Welcome to Episode 106! In this episode, we'll be discussing the power of Google Ads and how financial advisors can use them in their marketing strategy to reach potential clients and grow their business. We'll cover everything from setting up your Google Ads account to creating effective ad campaigns, including tips for choosing the right keywords, crafting compelling ad copy, and tracking your results. Whether you're new to Google Ads or looking to take your advertising to the next level, this video is for you. So sit back, open your browser, and get ready to learn how to leverage the power of Google Ads to grow your financial advising business.

Oechsli has long been in the business of offering advice. Our coaching program is our longest-standing program and common topics that are discussed are sales tips, dynamics, and lessons learned in an advisor's sales journey. With over 13 years of personal coaching experience, Stephen and Kevin are well-versed in the sales process of financial advisors. Over the years, they've encountered varied and different approaches when it comes to prospecting the affluent. For episode 105 of the Stephen and Kevin Show, our dynamic duo sits down to review their favorite sales tips for financial advisors.

As financial advisors, we know you understand how crucial great service is when it comes to interacting with your clients. However, there is always room for improvement; tips to consider for areas you might be neglecting or just haven't thought about. For episode 104, Stephen and Kevin sit down to discuss ten different service principles for financial advisors. Service can be largely subjective and depend on our own experiences - from the business side of things to the consumer. Yet, despite this variation, there are general principles and standards that can be drawn to ensure you are providing top-tier service to your clients, COIs, prospects, and even your own employees. Check out the episode to learn more about how you can enhance your service model.

When it comes to content creation, it's easy to become overwhelmed. After all, there's a lot involved in the process - from content ideation to the actual creation and distribution of said content. Luckily, content creation is what we do here at Oechsli and we have some tips for how to strengthen your content creation process.

With travel picking up and social events being slated on our calendars again, Stephen and Kevin wanted to review their thoughts and findings from recent travel. For episode 102 of the Stephen and Kevin show, the gang sits down to give some valuable perspective on travel and different anecdotes they've picked up from financial advisors along the way. https://www.oechsli.com/

With travel picking up and social events being slated on our calendars again, Stephen and Kevin wanted to review their thoughts and findings from recent travel. For episode 102 of the Stephen and Kevin show, the gang sits down to give some valuable perspective on travel and different anecdotes they've picked up from financial advisors along the way. https://www.oechsli.com/

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, Facebook, Instagram, affluent, luxury, millennial, baby boomer

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 learning from their trial and error. Ready to get started? Watch this episode of The Stephen and Kevin Show to learn how.

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.

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.

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. This episode is filled with actionable advice on your journey to building digital authority. Enjoy!

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. This episode is filled with actionable advice on your journey to building digital authority. Enjoy!

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!

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 found at https://bit.ly/SK-94 

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 found at https://bit.ly/SK-94 

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.   Originally Published on February 23, 2021  

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.   Originally Published on February 23, 2021  

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 February 4, 2021

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 February 4, 2021

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

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 The equipment needed to get started The value of guest interviews And more! Also, please excuse any background noise for this episode as there was considerable road construction during recording. Yikes!

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 The equipment needed to get started The value of guest interviews And more! Also, please excuse any background noise for this episode as there was considerable road construction during recording. Yikes!

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 Guide) host a lively discussion around issues pertinent to financial professionals. 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

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 Guide) host a lively discussion around issues pertinent to financial professionals. 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

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 Guide) host a lively discussion around issues pertinent to financial professionals. 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 boome

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 Guide) host a lively discussion around issues pertinent to financial professionals. 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 boome

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 Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around issues pertinent to financial professionals. 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 boome

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 Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around issues pertinent to financial professionals. 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 boome

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 (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around issues pertinent to financial professionals. 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 boome

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 (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around issues pertinent to financial professionals. 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 boome

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 their interactions with financial advisors. The findings are insightful in general, but even more so when viewed through a generational lens. In this study, we split participants into three age groups (Under 45, 45-65, and Over 65). In this podcast, we'll share some of our most interesting findings.    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 issues pertinent to financial professionals. 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 boome

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 their interactions with financial advisors. The findings are insightful in general, but even more so when viewed through a generational lens. In this study, we split participants into three age groups (Under 45, 45-65, and Over 65). In this podcast, we'll share some of our most interesting findings.    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 issues pertinent to financial professionals. 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 boome

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…the words to avoid, an explanation of why they've made our list, and some things to say instead... 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 issues pertinent to financial professionals. 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