Podcasts about kevin show

Video has quickly become one of the most powerful tools for financial advisors looking to grow their business, build trust, and attract new clients online.In this episode of The Stephen & Kevin Show, we sit down with Colin Day, Wealth Advisor at Mercer Advisors, who has built an engaged audience of nearly 30,000 followers on Instagram by sharing relatable and practical videos about financial planning.Colin's content stands out because it's authentic, personal, and approachable. Instead of overly polished production, he focuses on simple, real conversations about money that connect with everyday people.We talk about how he got started with video, how his well-known “Tree Saga” content series began, and what financial advisors can learn about using video to build their personal brand and grow their practice.If you're a financial advisor considering video marketing, social media content, or YouTube, this episode will give you a practical look at what works and how to get started.What We Cover in This EpisodeHow Colin Day first started creating video as a financial advisorThe story behind his popular “Tree Saga” videosHow often he posts content and plans his videosWhere his financial content ideas come fromWhy Instagram works especially well for financial advisor videoThe role personality plays in building trust onlineHow polished your videos actually need to beMeasuring the ROI of video marketing for financial advisorsAdvice for advisors hesitant to start creating content???? About The Stephen & Kevin ShowThe Stephen & Kevin Show explores marketing, business development, and growth strategies specifically for financial advisors and wealth management professionals.Colin Day is a Wealth Advisor at Mercer Advisors based in Chesterfield, Missouri. The opinions expressed by the speaker are his own and are not intended to serve as specific financial, accounting, or tax advice. They reflect the judgment of the speaker as of the date of publication and are subject to change. “Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser; Mercer Advisors Tax Services LLC; Heim, Young and Associates, Inc., (MA Brokerage Solutions); and Mercer Advisors Insurance Services LLC.#FinancialAdvisor #FinancialAdvisorMarketing #FinancialAdvisorVideo #WealthManagement #FinancialPlanning #AdvisorMarketing #RIA #AdvisorGrowth

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What happens when three industry titans leave the corporate world to build a firm from the ground up? In this episode of The Stephen and Kevin Show, we sit down with the founders of &Partners—David Kowach, Kristi Mitchem, and John Alexander.Together, they have created one of the fastest-growing hybrid RIAs in the country, surpassing 100 advisor practices and $50 billion in assets in a remarkably short period.In this episode, we discuss:Scaling with Soul: How to build an organization that feels small and personal but operates with massive scale.The Leadership Shift: Lessons carried over from leading massive organizations like Wells Fargo Advisors and BMO Global Asset Management.Intentional Culture: Why &Partners is focused on advisor ownership and removing the bureaucracy of "big-scale" players.Advisor Growth: Specific growth activities and marketing shifts for advisors moving away from large wirehouses.The Five-Year Vision: What success looks like as they target $120 billion in assets by 2028.Whether you are a solo advisor or leading a large team, these insights on leadership and intentional growth are a masterclass for anyone in the wealth management space.&Partners has selected Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. Fidelity Investments is one of the longest-standing private financial services companies in the United States. Fidelity utilizes NFS for the purposes of providing custody and safeguarding client assets. Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC.

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In this episode of The Stephen and Kevin Show, we break down Oechsli's brand-new 2025 Advisor Research Report, uncovering 6 must-know financial advisor marketing trends that are shaping the industry this year.Whether you're focused on referrals, social media, or digital ads, this research-backed discussion will help you understand what's working — and what's not — in modern financial advisor marketing.Here's what we cover:1️⃣ Marketing means experimentation – why top advisors test and refine continuously.2️⃣ Referrals are not dead – how elite advisors still drive growth through personal introductions.3️⃣ Social prospecting is a mentality – the mindset shift needed to grow your network naturally.4️⃣ Google is part of your future – what SEO and Google Business mean for advisor visibility.5️⃣ Websites outweigh offices – why your digital first impression matters more than your office décor.6️⃣ Video is a trust-builder – how short, authentic videos accelerate client trust.Download the full research snapshot here: oechsli.com/researchIf you're serious about financial advisor marketing and want actionable insights to attract high-net-worth clients, this episode is for you.Subscribe for more episodes of The Stephen and Kevin Show — your source for advisor growth, marketing, and business development strategies.

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