The Stephen and Kevin Show

Recent Episodes

#116 Don't Ignore These Marketing Trends

Posted February 7, 2025 • 00:27:46

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...

#115 5 Must-Have Videos for Financial Advisor Websites

Posted July 26, 2024 • 00:21:32

As a financial advisor, have you wondered what are some must-have videos on your website?

In Episode 115, Stephen and Kevin dive...

#114 COIs That Don't Refer

Posted May 7, 2024 • 00:30:50

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...

#113 20 Client Event Ideas

Posted February 26, 2024 • 00:31:29

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...

#112 All About Advisor Branding

Posted February 5, 2024 • 00:38:21

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...