The Stephen and Kevin Show
OechsliStephen 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. Oechsli (The Oechsli Institute) is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service afflu... more
| Publishes | Monthly | Episodes | 125 | Founded | 10 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessMarketingManagement | |||
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Latest Episodes
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.
Togethe... more
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 hab... more
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, so... more
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... more
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Reviews
- Awesome podcast for advisors
Great content and actionable tips packed into each episode. One of the best podcasts I’ve found for advisors looking to grow their business. Highly recommend!
Apple Podcasts5financial planner guy
United States8 years ago - The best!
Delivering great, actionable ideas to grow your advisory practice. Our team has been working with Stephen and Oechsli for a long time and will continue doing it!
Apple Podcasts5William KowalskiUnited States10 years ago
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Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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Which podcasts are similar to The Stephen and Kevin Show?
These podcasts share a similar audience with The Stephen and Kevin Show:
1. All-In with Chamath, Jason, Sacks & Friedberg
2. Financial Advisor Marketing Podcast
3. The Perfect RIA
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The Stephen and Kevin Show launched 10 years ago and published 125 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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