Episodes

Stephen Boswell and Kevin Nichols of The Oechsli Institute ask the question, "What makes you different?" It's a question asked of nearly all service professionals. In this episode, we help you answer this question by determining you and your teams true differentiators. We also show you a nifty website to figure out prospect's email addresses. Enjoy! Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin. About the Podcast Stephen Boswell (author of Best Practices of Elite Advi...

Stephen Boswell and Kevin Nichols of The Oechsli Institute answer three questions from our viewers including: →How does an advisor shift from cold prospecting tactics to warm? →How can you use LinkedIn groups to gather luncheon attendees? →How do I communicate and position our firms new robo-advisor platform to my clients? Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (a...

Stephen Boswell and Kevin Nichols of The Oechsli Institute give their thoughts on three all-too-common sales objections like...."let me think about it." Master these and keep your pipeline flowing. Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin...

Stephen Boswell and Kevin Nichols of The Oechsli Institute showcase five ideas for new advisors looking to grow their practices. These are five FREE tips straight from our FastTrack for Growth series. Enjoy! Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskSteph...

Stephen Boswell and Kevin Nichols of The Oechsli Institute offer 10 Creative Ways to Touch Base With Prospects. Let's face it...not everyone becomes a client. What do you do with stale prospects? Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. T...

Stephen Boswell and Kevin Nichols of The Oechsli Institute host a surprise special guest to discuss the number one obstacle financial advisors face when it comes to growing their practice. Hint: It's totally within your control. Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions c...

Stephen Boswell and Kevin Nichols of The Oechsli Institute give their opinion on using Facebook to grow your business. Hint - you should! Their take - this is America (or Canada), you can have a personal Facebook page, and you should be using it to gather helpful intel, deepen relationships, and find introduction opportunities. Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols...

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk with Bill Winterberg of FPPad about Youtube marketing, advisor videos, and pinball wizards. Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader...

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk about Boaty McBoatface (crowdsourcing gone wrong), the best client gifts we've ever seen (and some related strategies), and how to transition clients to other advisors. Have a question? Ask on Twitter or Instagram using #AskStephenAndKevin. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questio...

Stephen Boswell and Kevin Nichols of The Oechsli Institute talk about connecting with clients on a personal level and 10 personal details you should know about your best clients. Want access to the Know Your Client Worksheet referenced in the show? Ask a question on Twitter or Instagram using #AskStephenAndKevin. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around thr...

Stephen Boswell and Kevin Nichols of The Oechsli Institute interview Tom Kimberly of Betterment Institutional. Viewing robo-advisors as a competitor? Some of them want to be your business partner! #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader for financ...

Stephen Boswell and Kevin Nichols of The Oechsli Institute spend some time with industry legend, Rob Knapp of Supernova Consulting. Among other topics, we discuss the 12-4-2 contact model and how it's evolved in 2016. We also get some great advisor takeaways from Rob's travels to Mt. Kilimanjaro. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around ...

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 prospects when there is market volatility, and if it's possible to hide your LinkedIn connections from certain people. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #...

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, they answer a viewer question on becoming THE trusted advisor, and offer strategies for increasing prospects at your intimate client events. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three que...

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss robo-advisors, the future of the industry, and even homestyle BBQ with our special guest Tash Elwyn the President of the Private Client Group at Raymond James. Enjoy!. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli In...

Stephen Boswell and Kevin Nichols of The Oechsli Institute debate...If you had only one marketing technique, what would it be? They also cover how to promote the fact that you got an industry award or have been recognized on a list. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Inst...

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss how to get more referrals from other professionals, the strategy and benefits and strategies for getting social with clients, and how many affluent clients check Facebook when they wake up in the morning. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming fro...

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss some creative intimate client event ideas, talk about if/when you should reach out to clients during market volatility, and share some tips on selling in any industry. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli In...

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss how to get more views on your videos, how to answer the question "how's business," and the right way to use thank-you notes. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader for financial a...

Stephen Boswell and Kevin Nichols of The Oechsli Institute spend some time with thought-leader and blogger extraordinaire Michael Kitces talking about the future of paying for financial advice. They also talk about the best $200 you can spend for New Years. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenA...

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the nuances of text messaging, how to sell in social circles without coming across salesy, and how to prosper as a financial advisor in a smaller geographical market. #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Ins...

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss the top three LinkedIn sales tactics for financial advisors #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader for financial advisors, financial planners, and financial firm leadership lookin...

Stephen Boswell and Kevin Nichols of The Oechsli Institute discuss finding young investors, teaching COIs to use LinkedIn, and our response to the question, "what's your best marketing idea?" #AskStephenAndKevin About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. The Oechsli Institute is a thought leader for financial a...

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 export contacts from an Alumni search on LinkedIn, and our research on desired meeting frequency with today's affluent clients. About the Podcast Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAn...