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.

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Table of Contents:

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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

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.

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Table of Contents:

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0:00 - Intro

09:40 - Client Event Ideas

27:52 - Best Practices

30:33 - Concluding Remarks

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.

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Table of Contents:

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0:00 - Intro

04:36 - Why Rebrand?

13:22 - What's In a Name?

27:27 - Make a Great Logo

34:45 - The Value of Brand Guidelines

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.

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Table of Contents:

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

0:00 - Intro

05:33 - Marketing Situations

35:31 - Wrapping Up

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.

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www.oechsli.com

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

Table of Contents:

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

0:00 - Intro

01:40 - Why Do Clients Refer?

04:28 - Client-Friendly Suggestions

16:56 - Reasons Why Clients Don't Refer

23:21 - How To Coach Your Clients

28:32 - Concluding Remarks

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

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www.oechsli.com

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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!

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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.

Discover how to set up your space, choose the right equipment, edit effectively, and deliver captivating on-camera performances. Also, learn why video is so important and why financial advisors should embrace this medium. 

So, if you're a financial advisor seeking to amplify your influence, expand your client base, and establish yourself as an authority in the digital space, don't miss the 107th episode of the Stephen and Kevin Show. Equip yourself with the knowledge and skills necessary to create compelling videos and leverage the power of social networks for maximum impact. 

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Welcome to Episode 106!

In this episode, we'll be discussing the power of Google Ads and how financial advisors can use them in their marketing strategy to reach potential clients and grow their business.

We'll cover everything from setting up your Google Ads account to creating effective ad campaigns, including tips for choosing the right keywords, crafting compelling ad copy, and tracking your results.

Whether you're new to Google Ads or looking to take your advertising to the next level, this video is for you. So sit back, open your browser, and get ready to learn how to leverage the power of Google Ads to grow your financial advising business.

Oechsli has long been in the business of offering advice. Our coaching program is our longest-standing program and common topics that are discussed are sales tips, dynamics, and lessons learned in an advisor's sales journey.

With over 13 years of personal coaching experience, Stephen and Kevin are well-versed in the sales process of financial advisors. Over the years, they've encountered varied and different approaches when it comes to prospecting the affluent.

For episode 105 of the Stephen and Kevin Show, our dynamic duo sits down to review their favorite sales tips for financial advisors.