The Stephen and Kevin Show

Oechsli's Financial Advisor Marketing Insights

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#61: What to Do When a Prospect "Ghosts" You

Posted January 8, 201800:13:14

Most financial advisors know what it feels like be "ghosted," or ignored, by a prospect. If you're scratching your head as to why they've ghosted you...

#60: The Power of Habit

Posted January 8, 201800:13:46

Most people don't stick to New Year's Resolutions, not because they're lazy, but because 365 days is too long a timeframe for commitment. In this episode,...

#59: Strategies for Connecting with Your Clients' Adult Children

Posted December 11, 201700:15:10

How many of your affluent clients will leave a lasting legacy to their adult children? Are you engaging those children for business?

Have a question?...

#58: Top Ways to Appear Salesy

Posted November 28, 201700:14:41

If you prospect in social circles, then you understand the fear of coming across too salesy. It's not that you don't want to sell—you just want to...

#57: Word-of-Mouth Influence Hierarchy

Posted November 21, 201700:15:59

Do you ever wonder why some advisors get more referrals than others? It's all about word-of-mouth! In this episode, Stephen and Kevin walk you through...