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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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#126: How Financial Advisors Can Grow With Video
Friday, 6 March, 2026
Video has quickly become one of the most powerful tools for financial advisors looking to grow their business, build trust, and attract new clients online.In this episode of The Stephen & Kevin Show, we sit down with Colin Day, Wealth Advisor at Mercer Advisors, who has built an engaged audience of nearly 30,000 followers on Instagram by sharing relatable and practical videos about financial planning.Colin’s content stands out because it’s authentic, personal, and approachable. Instead of overly polished production, he focuses on simple, real conversations about money that connect with everyday people.We talk about how he got started with video, how his well-known “Tree Saga” content series began, and what financial advisors can learn about using video to build their personal brand and grow their practice.If you're a financial advisor considering video marketing, social media content, or YouTube, this episode will give you a practical look at what works and how to get started.What We Cover in This EpisodeHow Colin Day first started creating video as a financial advisorThe story behind his popular “Tree Saga” videosHow often he posts content and plans his videosWhere his financial content ideas come fromWhy Instagram works especially well for financial advisor videoThe role personality plays in building trust onlineHow polished your videos actually need to beMeasuring the ROI of video marketing for financial advisorsAdvice for advisors hesitant to start creating content???? About The Stephen & Kevin ShowThe Stephen & Kevin Show explores marketing, business development, and growth strategies specifically for financial advisors and wealth management professionals.Colin Day is a Wealth Advisor at Mercer Advisors based in Chesterfield, Missouri. The opinions expressed by the speaker are his own and are not intended to serve as specific financial, accounting, or tax advice. They reflect the judgment of the speaker as of the date of publication and are subject to change. “Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser; Mercer Advisors Tax Services LLC; Heim, Young and Associates, Inc., (MA Brokerage Solutions); and Mercer Advisors Insurance Services LLC.#FinancialAdvisor #FinancialAdvisorMarketing #FinancialAdvisorVideo #WealthManagement #FinancialPlanning #AdvisorMarketing #RIA #AdvisorGrowth
