The Stephen and Kevin Show

Recent Episodes

#111 How the Affluent Perceive Your Marketing

Posted January 22, 2024 • 00:39:54

Cold-calling, door-knocking, client events, referrals, introductions, social media, digital ads, print ads...when it comes to advisor marketing, there...

#110 How Financial Advisors Can Increase Referrals

Posted November 7, 2023 • 00:30:58

Welcome back to the Stephen and Kevin Show! In Episode 110, we're diving deep into the art and science of client referrals.

Whether...

#109 5 Marketing Trends for Financial Advisors

Posted October 23, 2023 • 00:31:14

Understanding the affluent investor's preferences is more crucial than ever.

Advisors continue to leverage digital tools to enhance...

#108 Financial Advisor Value Propositions

Posted July 18, 2023 • 00:27:00

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...

#107 All About Advisor Video

Posted June 26, 2023 • 00:40:57

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.