The Stephen and Kevin Show

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The Stephen and Kevin Show episodes

April 03, 2025 #117 10 Financial Advisor Website Mistakes
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
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#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.
27 min
February 07, 2025 #116 Don't Ignore These Marketing Trends
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!
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Table of Contents:
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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.
28 min
July 26, 2024 #115 5 Must-Have Videos for Financial Advisor Websites
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.
22 min
May 07, 2024 #114 COIs That Don't Refer
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.
31 min
February 26, 2024 #113 20 Client Event Ideas
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 113, Stephen and Kevin cover 20 unique client event ideas. Check out the episode to get inspired for your next event and learn why frequent activities with clients are so beneficial for your business.
32 min
February 05, 2024 #112 All About Advisor Branding
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 journey for your practice, you may not know where to start, what to include or even how to name your business.
For Episode 112, Stephen and Kevin sit down to discuss advisor branding - how to start, what it means, what works and what doesn't.
39 min
January 22, 2024 #111 How the Affluent Perceive Your Marketing
Cold-calling, door-knocking, client events, referrals, introductions, social media, digital ads, print ads...when it comes to advisor marketing, there is no shortage of ideas.
But how do investors really feel about financial advisor marketing? For Episode 111, Stephen and Kevin dive deep and give their unfiltered perspective.
Discover what works (and what bombs) when attracting affluent clients. Tune in for actionable tips and unexpected marketing insights.
40 min
November 07, 2023 #110 How Financial Advisors Can Increase Referrals
Welcome back to the Stephen and Kevin Show! In Episode 110, we're diving deep into the art and science of client referrals.
Whether you're a seasoned professional or just starting, understanding client referrals is crucial for sustainable growth.
So, join us in this informative journey and discover how you can not only understand but also influence the referral process to your advantage.
31 min
October 23, 2023 #109 5 Marketing Trends for Financial Advisors
Understanding the affluent investor's preferences is more crucial than ever.
Advisors continue to leverage digital tools to enhance their marketing and client relationships, yet personal relationships remain a necessity. Our goal in our most recent affluent research is to help you make the right, research-based decisions for your business in the months and years to come.
Check out this episode of the Stephen and Kevin show to learn about 5 affluent trends you need to know going into 2024.
Want all the juicy details? Check out our full research here: oechsli.com/research
Big shoutout to Allianz for sponsoring this episode! For more on what they offer, hit up: oechsli.com/azl
32 min
July 18, 2023 #108 Financial Advisor Value Propositions
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 why value propositions matter in the first place.
If you're interested in crafting a winning value proposition that helps to differentiate yourself, attract top clients, and build lasting trust, then this is the episode for you!
27 min

About The Stephen and Kevin Show

From the publisher's feed

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 affluent clients.