The Stephen and Kevin Show

Oechsli's Financial Advisor Marketing Insights

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#26: What's the Biggest Thing Holding Advisors Back?

Posted April 29, 201600:14:40

Stephen Boswell and Kevin Nichols of The Oechsli Institute host a surprise special guest to discuss the number one obstacle financial advisors face...

#25: The Facebook Edition

Posted April 18, 201600:15:03

Stephen Boswell and Kevin Nichols of The Oechsli Institute give their opinion on using Facebook to grow your business.  Hint - you should! Their take...

#24: Talkin' Tech with Bill Winterberg

Posted April 8, 201600:17:44

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk with Bill Winterberg of FPPad about Youtube marketing, advisor videos, and pinball...

#23: Firing Clients, Best Client Gift Ideas, Crowdsourcing Gone Wrong

Posted March 28, 201600:13:03

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk about Boaty McBoatface (crowdsourcing gone wrong), the best client gifts we've ever...

#22: 10 Personal Details You Should Know About Your Best Clients

Posted March 18, 201600:15:02

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk about connecting with clients on a personal level and 10 personal details you should...