The Stephen and Kevin Show
The Stephen and Kevin Show
Episodes
Episodes of The Stephen and Kevin Show
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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 cover
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
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
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 s
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 profession
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
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
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?
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 gr
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
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 valu
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
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 u
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 year
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
When it comes to content creation, it's easy to become overwhelmed. After all, there's a lot involved in the process - from content ideation to the actual creation and distribution of said content. Luckily, content creation is what we do here a
With travel picking up and social events being slated on our calendars again, Stephen and Kevin wanted to review their thoughts and findings from recent travel.For episode 102 of the Stephen and Kevin show, the gang sits down to give some valu
With travel picking up and social events being slated on our calendars again, Stephen and Kevin wanted to review their thoughts and findings from recent travel.For episode 102 of the Stephen and Kevin show, the gang sits down to give some valu
Oechsli has long been known for the research we conduct on the affluent. In this episode of The Stephen and Kevin Show, Stephen and Kevin walk through some key takeaways from our 2022 Affluent Research Report.https://www.oechsli.com/
It's finally here! The Stephen and Kevin Show has reached 100 episodes! To celebrate this milestone, Stephen and Kevin sit down to talk about everything you need to know about Financial Advisor Podcasts - from the quality of the content to how
For Episode 99, Stephen and Kevin discuss how and why you should conduct a social media competitive analysis.Done properly, a competitive analysis informs your digital marketing decisions. Are other people advertising? Which style of content i
For their first episode of 2022, Stephen and Kevin discuss the importance of excellent financial advisor newsletters and how to achieve them. From building a fantastic sender reputation to determining your newsletter frequency, check out Episod
For their first episode of 2022, Stephen and Kevin discuss the importance of excellent financial advisor newsletters and how to achieve them. From building a fantastic sender reputation to determining your newsletter frequency, check out Episod
As the end of the year rapidly approaches, more and more questions are top of mind for advisors as they consider their strategies for 2022. In Episode 97 of The Stephen and Kevin Show, the guys sit down to answer some of the most common questio
As the end of the year rapidly approaches, more and more questions are top of mind for advisors as they consider their strategies for 2022. In Episode 97 of The Stephen and Kevin Show, the guys sit down to answer some of the most common questio
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