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The Stephen and Kevin Show

Oechsli

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. 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

PublishesWeeklyEpisodes119Founded10 years ago
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Latest Episodes

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 fro... more

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. Th... more

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... more

YouTube

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 st... more

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Reviews

4.5 out of 5 stars from 32 ratings
  • 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 Podcasts
    5
    financial planner guy
    United States7 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 Podcasts
    5
    William Kowalski
    United States10 years ago

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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. The Perfect RIA
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Barron's Advisor
4. The Efficient Advisor: Tactical Business Advice for Financial Planners
5. Capital Ideas Podcast

How many episodes of The Stephen and Kevin Show are there?

The Stephen and Kevin Show launched 10 years ago and published 119 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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