The Stephen and Kevin Show

Oechsli's Financial Advisor Marketing Insights

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#36: 10 Signs You May be Losing a Client

Posted August 18, 201600:14:24

Stephen Boswell and Kevin Nichols of The Oechsli Institute share 10 signs you may be losing a client.  Gaining new clients is tough!  Every step must...

#35: Behavioral Finance with Dr. Daniel Crosby

Posted August 8, 201600:16:37

Stephen Boswell and Kevin Nichols of The Oechsli Institute interview Dr. Daniel Crosby, a behavioral finance expert, who shares his laws of wealth...

#34: Olympic-Themed Relationship Builders

Posted July 26, 201600:11:03

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk about the Olympics.  Rio is right around the corner, so it's a perfect time to talk...

#33: Telling Stories That Sell

Posted July 11, 201600:18:46

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk about STORIES. When done correctly, story telling can be a highly effective way to...

#32: Maximizing Client and COI Birthdays

Posted June 27, 201600:13:20

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk birthdays.  Your clients, prospects and COIs all have birthdays, but are you making...