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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 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
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Now displaying: 2018
Aug 23, 2018
For financial advisors, the right questions are everything.  They're essential in helping you understand your prospects' and clients' thought process.  It's sounds easy, but it's truly a skill that takes both know-how and deliberate practice. 
 
In this episode, our special guest David Patchen, SVP of PCG Education & Practice Management for Raymond James, shares his invaluable insights into this art form. 

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

Jul 23, 2018
Do you feel stagnant with your sales process? Our research can help you understand how affluent prospects select an advisor.  In this episode, Stephen and Kevin explain our latest affluent research and the pipeline management process. They answer questions like, “How many other advisors do the affluent consider before selecting an advisor,” “How many times the affluent meet an advisor before engaging them for their service,” and more.

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

May 30, 2018

95% of affluent prospects will research you online at some point in the decision-making process. Your website will play a huge role in their first impression, so why wouldn't you make sure it represents your brand? In this episode, Stephen and Kevin give 5 tips to spice up your website—from overall design, responsiveness, verbiage, interactivity, and much more.

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

May 30, 2018

Many sales professionals are wary of social prospecting—mostly out of fear of alienating their friends. However, you can bridge the gap between personal and business discussions by asking the right questions to build business rapport. In this episode, Stephen and Kevin discuss 3 categories of questions that can ultimately help you segue into requesting 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 boomer

Apr 16, 2018

If you’ve held proposal meetings with more than one decision maker, then you understand that they have a completely different energy compared to 1-on-1 meetings. Not only do you have to cater to differing opinions, but these decision makers usually prefer time to talk privately amongst themselves. In this episode, Stephen and Kevin break down the unique components of proposal meetings with 2+ decision makers & and discuss 3 specific tips for successfully navigating them.

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 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

Apr 16, 2018

Sending business to other professionals can be an asset to your business, but you have to send something in order to get anything in return. In this episode, Stephen and Kevin discuss in-depth strategies for finding referrals and how to get the most credit for the referrals you send to other professionals.

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 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

Apr 16, 2018

Every financial advisor should keep their pipeline current. However, in addition to staying on top of your pipeline, it's important to focus your strategy on the actual pipeline management process. In this episode, Stephen and Kevin define the 3 key categories of contacts to have in your pipeline, as well as the specific process to have in place for each of those contacts.

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 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

Jan 15, 2018

Every financial advisor has their unique strengths, weaknesses, & opportunities, but differences aside, there's at least one activity everyone should track. In this episode, Stephen and Kevin explain the 1 activity to track, why you should track it, examples of opportunities arising from this activity, and why most advisors won't do it.

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 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

Jan 8, 2018

Most financial advisors know what it feels like be "ghosted," or ignored, by a prospect. If you're scratching your head as to why they've ghosted you or how to best follow up, then check out this episode. Stephen and Kevin discuss various strategies for bringing those opportunities back to life, plus they give each other some New Years Resolutions.

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 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

Jan 8, 2018

Most people don't stick to New Year's Resolutions, not because they're lazy, but because 365 days is too long a timeframe for commitment. In this episode, Stephen and special guest, Matt Oechsli, discuss the best way financial advisors can set goals and establish good habits with cues, routines, and incentive.

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 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

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