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The Stephen and Kevin ShowAuthor: Oechsli
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. Tune in if you want to know things like: - The most effective financial advisor marketing strategies - How affluent consumers conduct digital due diligence - Elite financial advisor client service models - Tips for getting referrals from clients and COIs - Online branding for elite financial advisors - How to use LinkedIn, Twitter, Facebook and Instagram for prospecting Questions for our next episode? #AskStephenAndKevin www.oechsli.com 800-883-6582 Tags: financial advisor, financial planner, RIA, insurance agent, marketing, sales, social media, LinkedIn, Twitter, Facebook, Instagram, affluent, luxury, millennial, baby boomer Language: en-us Genres: Business, Management, Marketing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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#125 The Future of Advisor Leadership with &Partners
Friday, 9 January, 2026
What happens when three industry titans leave the corporate world to build a firm from the ground up? In this episode of The Stephen and Kevin Show, we sit down with the founders of &Partners—David Kowach, Kristi Mitchem, and John Alexander.Together, they have created one of the fastest-growing hybrid RIAs in the country, surpassing 100 advisor practices and $50 billion in assets in a remarkably short period.In this episode, we discuss:Scaling with Soul: How to build an organization that feels small and personal but operates with massive scale.The Leadership Shift: Lessons carried over from leading massive organizations like Wells Fargo Advisors and BMO Global Asset Management.Intentional Culture: Why &Partners is focused on advisor ownership and removing the bureaucracy of "big-scale" players.Advisor Growth: Specific growth activities and marketing shifts for advisors moving away from large wirehouses.The Five-Year Vision: What success looks like as they target $120 billion in assets by 2028.Whether you are a solo advisor or leading a large team, these insights on leadership and intentional growth are a masterclass for anyone in the wealth management space.&Partners has selected Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. Fidelity Investments is one of the longest-standing private financial services companies in the United States. Fidelity utilizes NFS for the purposes of providing custody and safeguarding client assets. Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC.
