Episodes

One of the things we enjoy about quotes is their power and their brevity. You usually get an important lesson in a sentence or two. A great quote won't change your business by itself — but it can change the way you think. So we each brought three, and we talk through what they mean for leading an advisory firm. "Leaders bring the weather." — Mel Robbins "Don't be intimidated by what you don't know. That can be your greatest strength." — Sara Blakely "You're looking for the best answer — not ...

Video has quickly become one of the most powerful tools for financial advisors looking to grow their business, build trust, and attract new clients online. In this episode of The Stephen & Kevin Show, we sit down with Colin Day, Wealth Advisor at Mercer Advisors, who has built an engaged audience of nearly 30,000 followers on Instagram by sharing relatable and practical videos about financial planning. Colin’s content stands out because it’s authentic, personal, and approachable. Instead of ov...

What happens when three industry titans leave the corporate world to build a firm from the ground up? In this episode of The Stephen and Kevin Show, we sit down with the founders of &Partners—David Kowach, Kristi Mitchem, and John Alexander. Together, they have created one of the fastest-growing hybrid RIAs in the country, surpassing 100 advisor practices and $50 billion in assets in a remarkably short period. In this episode, we discuss: Scaling with Soul: How to build an organization that f...

Financial advisors are rethinking what it means to grow, scale, and build real enterprise value. In this episode of The Stephen and Kevin Show (SK 124), we sit down with Louis Diamond, CEO of Diamond Consultants, to explore the mindset, marketing habits, and strategic decisions that separate advisors who simply manage a book from those building enduring firms. You’ll discover: ✅ The mindset shifts advisors must make to thrive in independence ✅ Why enterprise value is becoming more important t...

In this episode of The Stephen and Kevin Show, we break down Oechsli’s brand-new 2025 Advisor Research Report, uncovering 6 must-know financial advisor marketing trends that are shaping the industry this year. Whether you’re focused on referrals, social media, or digital ads, this research-backed discussion will help you understand what’s working — and what’s not — in modern financial advisor marketing. Here’s what we cover: 1️⃣ Marketing means experimentation – why top advisors test and refi...

Thinking about going independent? In this episode, we share practical marketing strategies for financial advisors preparing for a breakaway launch. At Oechsli, we’ve helped over 150 brand new financial advisory firms launch in the past two years, and we’ll show you what it takes to retain clients, establish credibility, and build a strong foundation for long-term growth. What You’ll Learn in This Video: ✅ Why preparation, communication, and credibility are key to client retention ✅ How to set...

Financial advisor marketing can feel intimidating - especially when unspoken fears hold you back. In this episode of The Stephen & Kevin Show (SK 121), we break down the 7 hidden fears that sabotage financial advisors’ marketing efforts and how to overcome them. You’ll discover: ✅ Why worrying about peer reactions is costing you visibility ✅ How “not being interesting enough” is a myth keeping advisors quiet ✅ The truth about looking small vs. big firms ✅ How to market without feeling gimmi...

Just getting started as a financial advisor? In this video, we're sharing 6 essential marketing tips that will help you build your brand, find your voice, and grow your client base faster. From social prospecting and video marketing to using LinkedIn effectively and dropping the excuses, these tips are simple, actionable, and designed for new advisors who want to stand out. Whether you're launching your career or looking to level up, these strategies will set you on the right path. Don’t miss:...

Not every prospect is ready to move forward right now — and that’s okay. In this episode, we explore how financial advisors can effectively market to Periodics — prospects who show potential but aren’t ready to commit today. Learn how to stay in front of these future clients using: Strategic email newsletters Social media engagement tactics Targeted remarketing ads Timely event invitations Well-timed calls during market shifts We also explain our proven pipeline process: Potential → Prosp...

Ready to hit record? In episode 118 of The Stephen and Kevin Show, we break down why financial advisors should be filming videos—and how to do it right. From prep tips to teleprompter tricks, editing hacks to essential gear, we’ve got you covered. This is your backstage pass to showing up with confidence on screen. LEARN MORE: www.oechsli.com OUR SERVICES: Oechsli Coaching - https://bit.ly/3qJ8UWk Oechsli Social Content - https://bit.ly/3qM2vd2 Oechsli Digital Ads - https://bit.ly/3AhXuvE ...

Are you unknowingly turning away prospects with your website? In this video, we break down the 10 most common mistakes on financial advisor websites—and show you exactly how to fix them. Whether you're building a site from scratch or revamping your current one, this guide will help you avoid critical errors that hurt user experience, SEO, and lead generation. Failing the 5-Second Test? Remember, visitors form first impressions fast. If your homepage is cluttered, confusing, or generic, you're ...

In Episode 116 of The Stephen and Kevin Show, we dive into 5 key marketing trends shaping the future for financial advisors. From the evolving power of referrals to the impact of friendships, teaming, and digital media—don’t miss these insights to stay ahead! LEARN MORE: www.oechsli.com OUR SERVICES: Oechsli Coaching - https://bit.ly/3qJ8UWk Oechsli Social Content - https://bit.ly/3qM2vd2 Oechsli Digital Ads - https://bit.ly/3AhXuvE Oechsli Video - https://bit.ly/3GRsFAA Oechsli Newslette...

As a financial advisor, have you wondered what are some must-have videos on your website? In Episode 115, Stephen and Kevin dive into how to bring your website to life. They discuss the difference between DIY and studio video quality and 5 specific reasons why you should have videos on your website.

If you're not getting referrals from your COIs, is it time to move on? Or are there ways to rekindle the relationship? For Episode 114, Stephen and Kevin dive into how to drive more referrals from accountants, attorneys, and other professionals.

At Oechsli, we've talked a lot about client events - what to do, why to do them, and some tips to help you get started. For Episode 113, Stephen and Kevin cover 20 unique client event ideas. Check out the episode to get inspired for your next event and learn why frequent activities with clients are so beneficial for your business.

We know there's a LOT that can go into branding - naming, logo design, website layout, colors, fonts... the list goes on and on. If you're on your branding journey for your practice, you may not know where to start, what to include or even how to name your business. For Episode 112, Stephen and Kevin sit down to discuss advisor branding - how to start, what it means, what works and what doesn't.

Cold-calling, door-knocking, client events, referrals, introductions, social media, digital ads, print ads...when it comes to advisor marketing, there is no shortage of ideas. But how do investors really feel about financial advisor marketing? For Episode 111, Stephen and Kevin dive deep and give their unfiltered perspective. Discover what works (and what bombs) when attracting affluent clients. Tune in for actionable tips and unexpected marketing insights.

Welcome back to the Stephen and Kevin Show! In Episode 110, we're diving deep into the art and science of client referrals. Whether you're a seasoned professional or just starting, understanding client referrals is crucial for sustainable growth. So, join us in this informative journey and discover how you can not only understand but also influence the referral process to your advantage.

Understanding the affluent investor's preferences is more crucial than ever. Advisors continue to leverage digital tools to enhance their marketing and client relationships, yet personal relationships remain a necessity. Our goal in our most recent affluent research is to help you make the right, research-based decisions for your business in the months and years to come. Check out this episode of the Stephen and Kevin show to learn about 5 affluent trends you need to know going into 2024. Want a...

Discover the art of the financial advisor value proposition. For Episode 108 of the Stephen & Kevin Show, we cover what works, what doesn't, and why value propositions matter in the first place. If you're interested in crafting a winning value proposition that helps to differentiate yourself, attract top clients, and build lasting trust, then this is the episode for you!

Join Stephen and Kevin for Episode 107 of the Stephen and Kevin Show as they provide a comprehensive guide to video production for financial advisors. Discover how to set up your space, choose the right equipment, edit effectively, and deliver captivating on-camera performances. Also, learn why video is so important and why financial advisors should embrace this medium. So, if you're a financial advisor seeking to amplify your influence, expand your client base, and establish yourself as an auth...

Welcome to Episode 106! In this episode, we'll be discussing the power of Google Ads and how financial advisors can use them in their marketing strategy to reach potential clients and grow their business. We'll cover everything from setting up your Google Ads account to creating effective ad campaigns, including tips for choosing the right keywords, crafting compelling ad copy, and tracking your results. Whether you're new to Google Ads or looking to take your advertising to the next level, this...

Oechsli has long been in the business of offering advice. Our coaching program is our longest-standing program and common topics that are discussed are sales tips, dynamics, and lessons learned in an advisor's sales journey. With over 13 years of personal coaching experience, Stephen and Kevin are well-versed in the sales process of financial advisors. Over the years, they've encountered varied and different approaches when it comes to prospecting the affluent. For episode 105 of the Stephen and...

As financial advisors, we know you understand how crucial great service is when it comes to interacting with your clients. However, there is always room for improvement; tips to consider for areas you might be neglecting or just haven't thought about. For episode 104, Stephen and Kevin sit down to discuss ten different service principles for financial advisors. Service can be largely subjective and depend on our own experiences - from the business side of things to the consumer. Yet, despite thi...