Podcast
The Stephen and Kevin Show
Hosted by Oechsli · EN
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
11episodes
Episodes
Newest firstAll episodes
#126: How Financial Advisors Can Grow With Video
Mar 600:45:36Tap to summarizeVideo 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
Transcribe →#125 The Future of Advisor Leadership with &Partners
Jan 900:36:14Tap to summarizeWhat 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.
Transcribe →#124 The Mindset of Enterprise Value w/Louis Diamond
Dec 100:29:33Tap to summarizeFinancial advisors are rethinking what it means to grow, scale, and build real enterprise value. In this episode of The Stephen and Kevin Show (SK 124), we sit down with Louis Diamond, CEO of Diamond Consultants, to explore the mindset, marketing habits, and strategic decisions that separate advisors who simply manage a book from those building enduring firms.You’ll discover: ✅ The mindset shifts advisors must make to thrive in independence ✅ Why enterprise value is becoming more important than AUM ✅ What advisors should expect when they take control of their own marketing ✅ Why thought leadership, video, and digital visibility matter more than ever ✅ What the most advisor-friendly firms are doing to attract top talent ✅ How to think about the next five years if you want to build something exceptional If you’re a financial advisor who’s curious about advisor movement, independence, and the marketing strategies driving top firms forward, this episode will give you a clear picture of what’s working today.???? Subscribe for more financial advisor growth strategies ???? Explore coaching, digital marketing, and resources at www.Oechsli.com
Transcribe →#123 What the New Data Says About Financial Advisor Marketing Success
Oct 2400:22:31Tap to summarizeIn 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.
Transcribe →#122 Breakaway Advisor Marketing | How to Successfully Launch Your Independent Firm
Sep 500:21:49Tap to summarizeThinking about going independent? In this episode, we share practical marketing strategies for financial advisors preparing for a breakaway launch. At Oechsli, we’ve helped over 150 brand new financial advisory firms launch in the past two years, and we’ll show you what it takes to retain clients, establish credibility, and build a strong foundation for long-term growth.What You’ll Learn in This Video:✅ Why preparation, communication, and credibility are key to client retention✅ How to set a realistic launch timeline (2–3+ months before going live)✅ Naming your firm: personal brand vs. unique identity✅ Designing a logo that builds trust and future growth potential✅ Studio video & photography: the face of your new brand✅ Website essentials that signal legitimacy and professionalism✅ Signage, stationery, and marketing collateral that excite clients✅ Social media announcement strategies + boosting tips✅ Google Business Profile, Ads, and Press Release best practices✅ Email series & ongoing marketing (social, ads, video, podcasts)Why This Matters:Launching your independent firm isn’t the time to cut corners. Every detail—from your logo and website to your first social media post—shapes how clients perceive your credibility and commitment. With the right plan, you can make your breakaway a seamless, successful transition.
Transcribe →#121 7 Marketing Fears Every Financial Advisor Faces
Aug 1800:26:09Tap to summarizeFinancial advisor marketing can feel intimidating - especially when unspoken fears hold you back. In this episode of The Stephen & Kevin Show (SK 121), we break down the 7 hidden fears that sabotage financial advisors’ marketing efforts and how to overcome them.You’ll discover:✅ Why worrying about peer reactions is costing you visibility✅ How “not being interesting enough” is a myth keeping advisors quiet✅ The truth about looking small vs. big firms✅ How to market without feeling gimmicky✅ Ways to look professional without overproducing✅ Simple strategies to embrace technology (even if you’re not tech-savvy)✅ How to invest in marketing without feeling like you’re wasting time or moneyIf you’re a financial advisor who wants to grow your practice, attract ideal clients, and market with confidence, this episode is for you.
Transcribe →#120 6 Marketing Tips For New Financial Advisors
Jun 3, 202500:27:40Tap to summarizeJust getting started as a financial advisor? In this video, we're sharing 6 essential marketing tips that will help you build your brand, find your voice, and grow your client base faster. From social prospecting and video marketing to using LinkedIn effectively and dropping the excuses, these tips are simple, actionable, and designed for new advisors who want to stand out.Whether you're launching your career or looking to level up, these strategies will set you on the right path.Don’t miss:Social ProspectingTracking Your ActivityVideo MarketingAsking for Advice (Not Just Business)Leveraging LinkedInCrushing ExcusesSubscribe for more marketing tips and tools to grow your financial practice!
Transcribe →#119 How to Stay Top-of-Mind with Prospects
May 2, 202500:24:36Tap to summarizeNot 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
Transcribe →#118 How to Deliver Video with Confidence
Apr 21, 202500:23:15Tap to summarizeReady 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
Transcribe →#117 10 Financial Advisor Website Mistakes
Apr 3, 202500:26:30Tap to summarizeAre 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.
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