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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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6 Leadership Lessons for Financial Advisors
Tuesday, 28 July, 2026
One of the things we enjoy about quotes is their power and their brevity. You usually get an important lesson in a sentence or two. A great quote won't change your business by itself — but it can change the way you think.So we each brought three, and we talk through what they mean for leading an advisory firm."Leaders bring the weather." — Mel Robbins"Don't be intimidated by what you don't know. That can be your greatest strength." — Sara Blakely"You're looking for the best answer — not the best answer you can come up with yourself." — Ray Dalio"I sell ice in the winter, I sell fire in Hell. I am a hustler, baby, I'll sell water to a whale." — Jay-Z“Clear is kind. Unclear is unkind." — Brené Brown"The currency of real networking is not greed but generosity." — Keith FerrazziNone of these will change your business by itself. But one of them might change how you lead.
