The Stephen and Kevin Show

Recent Episodes

#126: How Financial Advisors Can Grow With Video

Posted March 6, 2026 • 00:45:36

Video has quickly become one of the most powerful tools for financial advisors looking to grow their business, build trust, and attract new clients...

#125 The Future of Advisor Leadership with &Partners

Posted January 9, 2026 • 00:36:14

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,...

#124 The Mindset of Enterprise Value w/Louis Diamond

Posted December 1, 2025 • 00:29:33

Financial 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),...

#123 What the New Data Says About Financial Advisor Marketing Success

Posted October 24, 2025 • 00:22:31

In this episode of The Stephen and Kevin Show, we break down Oechsli’s brand-new 2025 Advisor Research Report, uncovering 6...

#122 Breakaway Advisor Marketing | How to Successfully Launch Your Independent Firm

Posted September 5, 2025 • 00:21:49

Thinking about going independent? In this episode, we share practical marketing strategies for financial advisors preparing for a breakaway launch....

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