The Stephen and Kevin Show

One of the things we enjoy about quotes is their power and their brevity. You usually get an important lesson in a sentence or two. A great quote won't change your business by itself — but it can change the way you think. So we each brought three, and we talk through what they mean for leading an advisory firm. "Leaders bring the weather." — Mel Robbins "Don't be intimidated by what you don't know. That can be your greatest strength." — Sara Blakely "You're looking for the best answer — not

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 ov

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 f

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), 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 t

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 refi

Thinking 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