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#110 How Financial Advisors Can Increase Referrals
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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.
LEARN MORE:
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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
121 episodes
ShareManage episode 382565345 series 2504220
Content provided by Oechsli. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oechsli or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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.
LEARN MORE:
www.oechsli.com
OUR SERVICES:
Oechsli Coaching - https://bit.ly/3qJ8UWk
Oechsli Social Content - https://bit.ly/3qM2vd2
Oechsli Digital Ads - https://bit.ly/3AhXuvE
Oechsli Video - https://bit.ly/3GRsFAA
Oechsli Newsletters - https://bit.ly/3tHbTQY
Oechsli Websites- http://bit.ly/2KUw04w
Oechsli Podcasts - https://bit.ly/3NgddRm
FOLLOW US ON:
Instagram: https://bit.ly/3KtYvpi
Facebook: https://bit.ly/3GQ8rXT
LinkedIn: https://bit.ly/33C6e3Z
=============================
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
121 episodes
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The Stephen and Kevin Show
1 #121 7 Marketing Fears Every Financial Advisor Faces 26:09
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Play Later Play Later Lists Like LikedFinancial advisor marketing can feel intimidating - especially when unspoken fears hold you back. In this episode of The Stephen & Kevin Show (SK 121), we break down the 7 hidden fears that sabotage financial advisors’ marketing efforts and how to overcome them. You’ll discover: ✅ Why worrying about peer reactions is costing you visibility ✅ How “not being interesting enough” is a myth keeping advisors quiet ✅ The truth about looking small vs. big firms ✅ How to market without feeling gimmicky ✅ Ways to look professional without overproducing ✅ Simple strategies to embrace technology (even if you’re not tech-savvy) ✅ How to invest in marketing without feeling like you’re wasting time or money If you’re a financial advisor who wants to grow your practice, attract ideal clients, and market with confidence, this episode is for you.…
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1 #120 6 Marketing Tips For New Financial Advisors 27:40
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Play Later Play Later Lists Like LikedJust getting started as a financial advisor? In this video, we're sharing 6 essential marketing tips that will help you build your brand, find your voice, and grow your client base faster. From social prospecting and video marketing to using LinkedIn effectively and dropping the excuses, these tips are simple, actionable, and designed for new advisors who want to stand out. Whether you're launching your career or looking to level up, these strategies will set you on the right path. Don’t miss: Social Prospecting Tracking Your Activity Video Marketing Asking for Advice (Not Just Business) Leveraging LinkedIn Crushing Excuses Subscribe for more marketing tips and tools to grow your financial practice!…
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1 #119 How to Stay Top-of-Mind with Prospects 24:36
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Play Later Play Later Lists Like LikedNot every prospect is ready to move forward right now — and that’s okay. In this episode, we explore how financial advisors can effectively market to Periodics — prospects who show potential but aren’t ready to commit today. Learn how to stay in front of these future clients using: Strategic email newsletters Social media engagement tactics Targeted remarketing ads Timely event invitations Well-timed calls during market shifts We also explain our proven pipeline process: Potential → Prospect → Periodic, and how to keep your Periodic engaged without being pushy. If you’re a financial advisor looking to improve your marketing follow-up strategy and build a strong long-term pipeline, this episode is a must-listen. Don’t forget to subscribe for more financial advisor marketing strategies that work. LEARN MORE: www.oechsli.com OUR SERVICES: Oechsli Coaching - https://bit.ly/3qJ8UWk Oechsli Social Content - https://bit.ly/3qM2vd2 Oechsli Digital Ads - https://bit.ly/3AhXuvE Oechsli Video - https://bit.ly/3GRsFAA Oechsli Newsletters - https://bit.ly/3tHbTQY Oechsli Websites- http://bit.ly/2KUw04w Oechsli Podcasts - https://bit.ly/3NgddRm FOLLOW US ON: Instagram: https://bit.ly/3KtYvpi Facebook: https://bit.ly/3GQ8rXT LinkedIn: https://bit.ly/33C6e3Z ============================= Table of Contents: ============================= 0:00 - Personal Stories 6:05 - What are periodics? 10:45 - Organizing periodics 15:35 - Event marketing 18:30 - Personal touchpoints…
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Ready to hit record? In episode 118 of The Stephen and Kevin Show, we break down why financial advisors should be filming videos—and how to do it right. From prep tips to teleprompter tricks, editing hacks to essential gear, we’ve got you covered. This is your backstage pass to showing up with confidence on screen. LEARN MORE: www.oechsli.com OUR SERVICES: Oechsli Coaching - https://bit.ly/3qJ8UWk Oechsli Social Content - https://bit.ly/3qM2vd2 Oechsli Digital Ads - https://bit.ly/3AhXuvE Oechsli Video - https://bit.ly/3GRsFAA Oechsli Newsletters - https://bit.ly/3tHbTQY Oechsli Websites- http://bit.ly/2KUw04w Oechsli Podcasts - https://bit.ly/3NgddRm FOLLOW US ON: Instagram: https://bit.ly/3KtYvpi Facebook: https://bit.ly/3GQ8rXT LinkedIn: https://bit.ly/33C6e3Z ============================= Table of Contents: ============================= 0:00 - Intro 06:18 - The preparation for the prepared messaging for your video 10:04 - Before filming, warm up 11:48 - Should I practice before? 12:20 - What to use when filming 16:36 - Complexity vs. Simplicity 17:56 - Getting into editing…
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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 Subscribe for more tips on advisor marketing and branding #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.…
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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! LEARN MORE: www.oechsli.com OUR SERVICES: Oechsli Coaching - https://bit.ly/3qJ8UWk Oechsli Social Content - https://bit.ly/3qM2vd2 Oechsli Digital Ads - https://bit.ly/3AhXuvE Oechsli Video - https://bit.ly/3GRsFAA Oechsli Newsletters - https://bit.ly/3tHbTQY Oechsli Websites- http://bit.ly/2KUw04w Oechsli Podcasts - https://bit.ly/3NgddRm FOLLOW US ON: Instagram: https://bit.ly/3KtYvpi Facebook: https://bit.ly/3GQ8rXT LinkedIn: https://bit.ly/33C6e3Z ============================= Table of Contents: ============================= 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.…
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1 #115 5 Must-Have Videos for Financial Advisor Websites 21:32
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Play Later Play Later Lists Like LikedAs 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. LEARN MORE: www.oechsli.com OUR SERVICES: Oechsli Coaching - https://bit.ly/3qJ8UWk Oechsli Social Content - https://bit.ly/3qM2vd2 Oechsli Digital Ads - https://bit.ly/3AhXuvE Oechsli Video - https://bit.ly/3GRsFAA Oechsli Newsletters - https://bit.ly/3tHbTQY Oechsli Websites- http://bit.ly/2KUw04w Oechsli Podcasts - https://bit.ly/3NgddRm FOLLOW US ON: Instagram: https://bit.ly/3KtYvpi Facebook: https://bit.ly/3GQ8rXT LinkedIn: https://bit.ly/33C6e3Z ============================= Table of Contents: ============================= 0:00 - Intro 01:25 - Today's Topic - Must-have videos on your website 02:10 - DIY vs Studio Quality 05:45 - "Why does high-quality video matter" 19:50 - Concluding Remarks…
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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. LEARN MORE: www.oechsli.com OUR SERVICES: Oechsli Coaching - https://bit.ly/3qJ8UWk Oechsli Social Content - https://bit.ly/3qM2vd2 Oechsli Digital Ads - https://bit.ly/3AhXuvE Oechsli Video - https://bit.ly/3GRsFAA Oechsli Newsletters - https://bit.ly/3tHbTQY Oechsli Websites- http://bit.ly/2KUw04w Oechsli Podcasts - https://bit.ly/3NgddRm FOLLOW US ON: Instagram: https://bit.ly/3KtYvpi Facebook: https://bit.ly/3GQ8rXT LinkedIn: https://bit.ly/33C6e3Z ============================= Table of Contents: ============================= 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…
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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. LEARN MORE: www.oechsli.com OUR SERVICES: Oechsli Coaching - https://bit.ly/3qJ8UWk Oechsli Social Content - https://bit.ly/3qM2vd2 Oechsli Digital Ads - https://bit.ly/3AhXuvE Oechsli Video - https://bit.ly/3GRsFAA Oechsli Newsletters - https://bit.ly/3tHbTQY Oechsli Websites- http://bit.ly/2KUw04w Oechsli Podcasts - https://bit.ly/3NgddRm FOLLOW US ON: Instagram: https://bit.ly/3KtYvpi Facebook: https://bit.ly/3GQ8rXT LinkedIn: https://bit.ly/33C6e3Z ============================= Table of Contents: ============================= 0:00 - Intro 09:40 - Client Event Ideas 27:52 - Best Practices 30:33 - Concluding Remarks…
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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. LEARN MORE: www.oechsli.com OUR SERVICES: Oechsli Coaching - https://bit.ly/3qJ8UWk Oechsli Social Content - https://bit.ly/3qM2vd2 Oechsli Digital Ads - https://bit.ly/3AhXuvE Oechsli Video - https://bit.ly/3GRsFAA Oechsli Newsletters - https://bit.ly/3tHbTQY Oechsli Websites- http://bit.ly/2KUw04w Oechsli Podcasts - https://bit.ly/3NgddRm FOLLOW US ON: Instagram: https://bit.ly/3KtYvpi Facebook: https://bit.ly/3GQ8rXT LinkedIn: https://bit.ly/33C6e3Z ============================= Table of Contents: ============================= 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…
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1 #111 How the Affluent Perceive Your Marketing 39:54
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Play Later Play Later Lists Like LikedCold-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. LEARN MORE: www.oechsli.com OUR SERVICES: Oechsli Coaching - https://bit.ly/3qJ8UWk Oechsli Social Content - https://bit.ly/3qM2vd2 Oechsli Digital Ads - https://bit.ly/3AhXuvE Oechsli Video - https://bit.ly/3GRsFAA Oechsli Newsletters - https://bit.ly/3tHbTQY Oechsli Websites- http://bit.ly/2KUw04w Oechsli Podcasts - https://bit.ly/3NgddRm FOLLOW US ON: Instagram: https://bit.ly/3KtYvpi Facebook: https://bit.ly/3GQ8rXT LinkedIn: https://bit.ly/33C6e3Z ============================= Table of Contents: ============================= 0:00 - Intro 05:33 - Marketing Situations 35:31 - Wrapping Up…
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1 #110 How Financial Advisors Can Increase Referrals 30:58
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Play Later Play Later Lists Like LikedWelcome 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. LEARN MORE: www.oechsli.com OUR SERVICES: Oechsli Coaching - https://bit.ly/3qJ8UWk Oechsli Social Content - https://bit.ly/3qM2vd2 Oechsli Digital Ads - https://bit.ly/3AhXuvE Oechsli Video - https://bit.ly/3GRsFAA Oechsli Newsletters - https://bit.ly/3tHbTQY Oechsli Websites- http://bit.ly/2KUw04w Oechsli Podcasts - https://bit.ly/3NgddRm FOLLOW US ON: Instagram: https://bit.ly/3KtYvpi Facebook: https://bit.ly/3GQ8rXT LinkedIn: https://bit.ly/33C6e3Z ============================= 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…
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The Stephen and Kevin Show
1 #109 5 Marketing Trends for Financial Advisors 31:14
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Play Later Play Later Lists Like LikedUnderstanding 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 LEARN MORE: www.oechsli.com OUR SERVICES: Oechsli Coaching - https://bit.ly/3qJ8UWk Oechsli Social Content - https://bit.ly/3qM2vd2 Oechsli Digital Ads - https://bit.ly/3AhXuvE Oechsli Video - https://bit.ly/3GRsFAA Oechsli Newsletters - https://bit.ly/3tHbTQY Oechsli Websites- http://bit.ly/2KUw04w Oechsli Podcasts - https://bit.ly/3NgddRm FOLLOW US ON: Instagram: https://bit.ly/3KtYvpi Facebook: https://bit.ly/3GQ8rXT LinkedIn: https://bit.ly/33C6e3Z…
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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! LEARN MORE: www.oechsli.com OUR SERVICES: Oechsli Coaching - https://bit.ly/3qJ8UWk Oechsli Social Content - https://bit.ly/3qM2vd2 Oechsli Digital Ads - https://bit.ly/3AhXuvE Oechsli Video - https://bit.ly/3GRsFAA Oechsli Newsletters - https://bit.ly/3tHbTQY Oechsli Websites- http://bit.ly/2KUw04w Oechsli Podcasts - https://bit.ly/3NgddRm FOLLOW US ON: Instagram: https://bit.ly/3KtYvpi Facebook: https://bit.ly/3GQ8rXT LinkedIn: https://bit.ly/33C6e3Z…
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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. LEARN MORE: www.oechsli.com OUR SERVICES: Oechsli Coaching - https://bit.ly/3qJ8UWk Oechsli Social Content - https://bit.ly/3qM2vd2 Oechsli Digital Ads - https://bit.ly/3AhXuvE Oechsli Video - https://bit.ly/3GRsFAA Oechsli Newsletters - https://bit.ly/3tHbTQY Oechsli Websites- http://bit.ly/2KUw04w Oechsli Podcasts - https://bit.ly/3NgddRm FOLLOW US ON: Instagram: https://bit.ly/3KtYvpi Facebook: https://bit.ly/3GQ8rXT LinkedIn: https://bit.ly/33C6e3Z…
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The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
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Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
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Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Hubspot's SVP of Marketing), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
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Behind every successful business, there’s a story you don’t hear—the sleepless nights, the moments of doubt, and the determination to keep going when everything feels impossible. That’s what Unbreakable Business is all about. Join host Akua Konadu each week as she sits down with entrepreneurs who share the raw, real side of their journey—the roadblocks they faced, the challenges they overcame, and the stories that don’t make the highlight reel, but the the ones that matters the most. If you’ ...
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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