The Stephen and Kevin Show

Recent Episodes

#11: Texting Like a Jerk, Selling in Social Circles, Small Market Financial Advisors

Posted January 21, 2016 • 00:21:30

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the nuances of text messaging, how to sell in social circles without coming across...

#10: Top 3 LinkedIn Sales Tactics

Posted December 16, 2015 • 00:24:38

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the top three LinkedIn sales tactics for financial advisors #AskStephenAndKevin

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#9: Young Affluent, Teaching COIs LinkedIn, Best Marketing Ideas

Posted December 16, 2015 • 00:15:58

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss finding young investors, teaching COIs to use LinkedIn, and our response to the...

#7: Hearts on Twitter, Events After Thanksgiving, Preparing for Coaching Sessions

Posted November 25, 2015 • 00:11:22

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss hearts vs stars on Twitter, events you can hold between Thanksgiving and year-end,...

#8: Budgeting to Wow Clients, LinkedIn Exporting Ability, and Frequency of Client Review Meetings

Posted November 25, 2015 •

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the right way to use budget money to wow clients, whether or not it's possible to...