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, social media, or digital ads, this research-backed discussion will help you understand what’s working — and what’s not — in modern financial advisor marketing.

Here’s what we cover:

1️⃣ Marketing means experimentation – why top advisors test and refine continuously.

2️⃣ Referrals are not dead – how elite advisors still drive growth through personal introductions.

3️⃣ Social prospecting is a mentality – the mindset shift needed to grow your network naturally.

4️⃣ Google is part of your future – what SEO and Google Business mean for advisor visibility.

5️⃣ Websites outweigh offices – why your digital first impression matters more than your office décor.

6️⃣ Video is a trust-builder – how short, authentic videos accelerate client trust.

Download the full research snapshot here: oechsli.com/research

If you’re serious about financial advisor marketing and want actionable insights to attract high-net-worth clients, this episode is for you.

Subscribe for more episodes of The Stephen and Kevin Show — your source for advisor growth, marketing, and business development strategies.

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 we’ll show you what it takes to retain clients, establish credibility, and build a strong foundation for long-term growth.

What You’ll Learn in This Video:

✅ Why preparation, communication, and credibility are key to client retention

✅ How to set a realistic launch timeline (2–3+ months before going live)

✅ Naming your firm: personal brand vs. unique identity

✅ Designing a logo that builds trust and future growth potential

✅ Studio video & photography: the face of your new brand

✅ Website essentials that signal legitimacy and professionalism

✅ Signage, stationery, and marketing collateral that excite clients

✅ Social media announcement strategies + boosting tips

✅ Google Business Profile, Ads, and Press Release best practices

✅ Email series & ongoing marketing (social, ads, video, podcasts)

Why This Matters:

Launching your independent firm isn’t the time to cut corners. Every detail—from your logo and website to your first social media post—shapes how clients perceive your credibility and commitment. With the right plan, you can make your breakaway a seamless, successful transition.

Financial advisor marketing can feel intimidating - especially when unspoken fears hold you back. In this episode of The Stephen & Kevin Show (SK 121), we break down the 7 hidden fears that sabotage financial advisors’ marketing efforts and how to overcome them.

You’ll discover:

✅ Why worrying about peer reactions is costing you visibility

✅ How “not being interesting enough” is a myth keeping advisors quiet

✅ The truth about looking small vs. big firms

✅ How to market without feeling gimmicky

✅ Ways to look professional without overproducing

✅ Simple strategies to embrace technology (even if you’re not tech-savvy)

✅ How to invest in marketing without feeling like you’re wasting time or money

If you’re a financial advisor who wants to grow your practice, attract ideal clients, and market with confidence, this episode is for you.

Just getting started as a financial advisor? In this video, we're sharing 6 essential marketing tips that will help you build your brand, find your voice, and grow your client base faster. From social prospecting and video marketing to using LinkedIn effectively and dropping the excuses, these tips are simple, actionable, and designed for new advisors who want to stand out.

Whether you're launching your career or looking to level up, these strategies will set you on the right path.

Don’t miss:

• Social Prospecting
• Tracking Your Activity
• Video Marketing
• Asking for Advice (Not Just Business)
• Leveraging LinkedIn
• Crushing Excuses

Subscribe for more marketing tips and tools to grow your financial practice!

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 front of these future clients using:

• Strategic email newsletters
• Social media engagement tactics
• Targeted remarketing ads
• Timely event invitations
• Well-timed calls during market shifts

We also explain our proven pipeline process: Potential → Prospect → Periodic, and how to keep your Periodic engaged without being pushy.

If you’re a financial advisor looking to improve your marketing follow-up strategy and build a strong long-term pipeline, this episode is a must-listen.

Don’t forget to subscribe for more financial advisor marketing strategies that work.

LEARN MORE: www.oechsli.com

OUR SERVICES:

Oechsli Coaching - https://bit.ly/3qJ8UWk

Oechsli Social Content - https://bit.ly/3qM2vd2

Oechsli Digital Ads - https://bit.ly/3AhXuvE

Oechsli Video - https://bit.ly/3GRsFAA

Oechsli Newsletters - https://bit.ly/3tHbTQY

Oechsli Websites- http://bit.ly/2KUw04w

Oechsli Podcasts - https://bit.ly/3NgddRm

FOLLOW US ON:

Instagram: https://bit.ly/3KtYvpi

Facebook: https://bit.ly/3GQ8rXT

LinkedIn: https://bit.ly/33C6e3Z

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Table of Contents:

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0:00 - Personal Stories

6:05 - What are periodics?

10:45 - Organizing periodics

15:35 - Event marketing

18:30 - Personal touchpoints

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. This is your backstage pass to showing up with confidence on screen.

LEARN MORE: www.oechsli.com

OUR SERVICES:

Oechsli Coaching - https://bit.ly/3qJ8UWk

Oechsli Social Content - https://bit.ly/3qM2vd2

Oechsli Digital Ads - https://bit.ly/3AhXuvE

Oechsli Video - https://bit.ly/3GRsFAA

Oechsli Newsletters - https://bit.ly/3tHbTQY

Oechsli Websites- http://bit.ly/2KUw04w

Oechsli Podcasts - https://bit.ly/3NgddRm

FOLLOW US ON:

Instagram: https://bit.ly/3KtYvpi

Facebook: https://bit.ly/3GQ8rXT

LinkedIn: https://bit.ly/33C6e3Z

=============================

Table of Contents:

=============================

0:00 - Intro

06:18 - The preparation for the prepared messaging for your video

10:04 - Before filming, warm up

11:48 - Should I practice before?

12:20 - What to use when filming

16:36 - Complexity vs. Simplicity

17:56 - Getting into editing

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 current one, this guide will help you avoid critical errors that hurt user experience, SEO, and lead generation.

 Failing the 5-Second Test? Remember, visitors form first impressions fast. If your homepage is cluttered, confusing, or generic, you're likely losing business before the conversation even starts.Here's what we cover:

1. Failing the 5-Second Test – First impressions count.

2. Relying on Stock Photography – Authenticity beats generic visuals.

3. Accepting Old Copywriting – Cut the jargon and connect.

4. No Advisor-Generated Content – Build trust and visibility.

5. Neglecting SEO – Help prospects find you on Google.

6. Inconsistent or Weak Branding – Your website should reflect your firm.

7. Underwhelming Bio Pages – Personal connection starts here.

8. Lack of Models – Make complex ideas easy to digest.

9. Weak CTAs – Motivate meaningful action.

10. Not Using Tracking & Analytics – Improve what you measure.

 This is a must-watch for any advisor looking to upgrade their digital presence. If you're serious about converting website traffic into real conversations, this is where you start.

 Like this video if it helped you

 Comment with your biggest website challenge

 Subscribe for more tips on advisor marketing and branding

#FinancialAdvisorWebsites #WebsiteMistakes #AdvisorMarketing #FinancialMarketing #FailingThe5SecondTest

Allianz Investment Management LLC is a registered investment adviser and wholly owned subsidiary of Allianz Life Insurance Company of North America. Investment involves risk including possible loss of principal. There is no guarantee the funds will achieve their investment objectives and may not be suitable for all investors.

Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the Fund, please call 877.429.3837 or visit www.allianzIMetfs.com and review the prospectus. Investors should read the prospectus carefully before investing.

Distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with Allianz Investment Management LLC or Allianz Life Insurance Company of North America.

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 stay ahead!

LEARN MORE: www.oechsli.com

OUR SERVICES:

Oechsli Coaching - https://bit.ly/3qJ8UWk

Oechsli Social Content - https://bit.ly/3qM2vd2

Oechsli Digital Ads - https://bit.ly/3AhXuvE

Oechsli Video - https://bit.ly/3GRsFAA

Oechsli Newsletters - https://bit.ly/3tHbTQY

Oechsli Websites- http://bit.ly/2KUw04w

Oechsli Podcasts - https://bit.ly/3NgddRm

FOLLOW US ON:

Instagram: https://bit.ly/3KtYvpi

Facebook: https://bit.ly/3GQ8rXT

LinkedIn: https://bit.ly/33C6e3Z

=============================

Table of Contents:

=============================

0:00 - Intro

03:21 - Referrals reign supreme

07:37 - Friendships between client and advisor

12:22 - Why teaming is so important

16:11 - Why your website shouldn't be neglected

21:35 - Digital media's significant marketing opportunity for financial advisors

Allianz Investment Management LLC is a registered investment adviser and wholly owned subsidiary of Allianz Life Insurance Company of North America.

Most buffered ETFs have a cap, which may limit the upside return potential relative to the index performance.

Investment involves risk including possible loss of principal. There is no guarantee the funds will achieve their investment objectives and may not be suitable for all investors.

Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the Fund, please call 877.429.3837 or visit www.allianzIMetfs.com and review the prospectus. Investors should read the prospectus carefully before investing.

Distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with Allianz Investment Management LLC or Allianz Life Insurance Company of North America.

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

In Episode 115, Stephen and Kevin dive into how to bring your website to life. They discuss the difference between DIY and studio video quality and 5 specific reasons why you should have videos on your website.

LEARN MORE: www.oechsli.com

OUR SERVICES:

Oechsli Coaching - https://bit.ly/3qJ8UWk

Oechsli Social Content - https://bit.ly/3qM2vd2

Oechsli Digital Ads - https://bit.ly/3AhXuvE

Oechsli Video - https://bit.ly/3GRsFAA

Oechsli Newsletters - https://bit.ly/3tHbTQY

Oechsli Websites- http://bit.ly/2KUw04w

Oechsli Podcasts - https://bit.ly/3NgddRm

FOLLOW US ON:

Instagram: https://bit.ly/3KtYvpi

Facebook: https://bit.ly/3GQ8rXT

LinkedIn: https://bit.ly/33C6e3Z

=============================

Table of Contents:

=============================

0:00 - Intro

01:25 - Today's Topic - Must-have videos on your website

02:10 - DIY vs Studio Quality

05:45 - "Why does high-quality video matter"

19:50 - Concluding Remarks

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 114, Stephen and Kevin dive into how to drive more referrals from accountants, attorneys, and other professionals.

LEARN MORE: www.oechsli.com

OUR SERVICES:

Oechsli Coaching - https://bit.ly/3qJ8UWk

Oechsli Social Content - https://bit.ly/3qM2vd2

Oechsli Digital Ads - https://bit.ly/3AhXuvE

Oechsli Video - https://bit.ly/3GRsFAA

Oechsli Newsletters - https://bit.ly/3tHbTQY

Oechsli Websites- http://bit.ly/2KUw04w

Oechsli Podcasts - https://bit.ly/3NgddRm

FOLLOW US ON:

Instagram: https://bit.ly/3KtYvpi

Facebook: https://bit.ly/3GQ8rXT

LinkedIn: https://bit.ly/33C6e3Z

=============================

Table of Contents:

=============================

0:00 - Intro

06:07 - Today's Topic - Centers of Influence

10:22 - The "Under the Hood meeting"

18:54 - "Putting the skunk on the table"

30:00 - Concluding Remarks