The Stephen and Kevin Show

Recent Episodes

#76: 7 Tips for Effective LinkedIn Messaging

Posted July 16, 2019 • 00:18:01

In this episode of the Stephen and Kevin Show, we offer 7 tips on how to effectively message prospective clients on LinkedIn.

A few years ago,...

#75: Financial Advisor Marketing Simplified

Posted June 11, 2019 • 00:23:56

Welcome to Season 2 of The Stephen and Kevin Show. We at The Oechsli Institute are excited to be in our new office and have some excellent shows planned...

#74: Financial Advisor Voicemail Tips

Posted April 9, 2019 • 00:10:52

Many financial advisors ask us whether or not you should even leave voicemails anymore. The answer, generally, is that you should. It’s one more chance...

#73: The 7 Components of Advisor Performance

Posted February 20, 2019 • 00:25:29

What makes an advisory practice elite? We've just completed three years of research that sought to identify the traits of top performers. We organized...

#72: Strategies for Managing Financial Advisor Stress

Posted February 5, 2019 • 00:35:51

Let's face it, you have a stressful job. After all, you're handling your clients' financial livelihood and that's a lot of pressure. But if you're stressed...