The Stephen and Kevin Show

Oechsli's Financial Advisor Marketing Insights

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#6: Engaging Both Spouses, Trimming LinkedIn Connections, and Prospecting in a Vacation Market

Posted November 16, 201500:16:01

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss engaging both spouses with guest Veronica Dagher of the Wall Street Journal, whether...

#5: Targeting NextGen Investors, Pros/cons of LinkedIn Premium, and Staying Clear of Social Media Compliance

Posted November 6, 201500:19:38

Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion...

#4: DIY Investors, Facebook Privacy Settings, , and Last-Minute Halloween Tips

Posted November 2, 201500:12:52

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss how to prospect DIY Investors, Facebook Privacy Settings, and offer some last minute...

#3: Delegating Social Media, Video Blogging, and Sourcing Names

Posted October 23, 201500:17:07

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss whether or not you should delegate social media, how you could start video blogging,...

#1: Twitter's Big News, Events on the Cheap, and Business vs. Social Events

Posted October 16, 201500:10:22

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss Twitter's big news of eliminating the 140 character limit, how to host intimate client...