The Stephen and Kevin Show

Recent Episodes

#21: Tom Kimberly, Betterment Institutional, Robo-Advisors

Posted March 7, 2016 • 00:13:23

Stephen Boswell and Kevin Nichols of The Oechsli Institute interview Tom Kimberly of Betterment Institutional. Viewing robo-advisors as a competitor?...

#20: Rob Knapp, 12-4-2 applied for 2016, Takeaways from Mt. Kilimanjaro

Posted March 7, 2016 • 00:23:52

Stephen Boswell and Kevin Nichols of The Oechsli Institute spend some time with industry legend, Rob Knapp of Supernova Consulting. Among other topics,...

#19: Going "Viral", Prospect Lead Times, Hiding LinkedIn Connections

Posted February 26, 2016 • 00:09:37

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the relevance of videos like "Damn Daniel, whether or not it takes longer to close...

#18: Kevin Bacon, Being the Trusted Advisor, Prospects at Your Events

Posted February 16, 2016 • 00:15:32

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the changes in the rule of 6 (Kevin Bacon rule) with the advent of social media,...

#17: Interview with Tash Elwyn - President of PCG at Raymond James

Posted February 16, 2016 • 00:17:22

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss robo-advisors, the future of the industry, and even homestyle BBQ with our special...