The Stephen and Kevin Show

Recent Episodes

#71: 5 Tips for Building Great Checklists

Posted January 23, 2019 • 00:14:35

The Oechsli Institute has worked with thousands of financial professionals over the past 30 years. Some advisors are great with implementing structure...

#70: Business Planning for Financial Advisors

Posted January 14, 2019 • 00:13:17

“I didn’t have time to write a short letter, so I wrote a long one instead.” -Mark Twain Most financial advisors have gone through the tedious...

#69: The Power of Questions with David Patchen

Posted August 23, 2018 • 00:32:28

For financial advisors, the right questions are everything. They're essential in helping you understand your prospects' and clients' thought process. ...

#68: How Long Does it Take to Close a Prospect?

Posted July 23, 2018 • 00:14:51

Do you feel stagnant with your sales process? Our research can help you understand how affluent prospects select an advisor. In this episode, Stephen...

#67: 5 Tips to Spice Up Your Website

Posted May 30, 2018 • 00:10:40

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,...