In this episode of The Stephen and Kevin Show, we break down Oechsli’s brand-new 2025 Advisor Research Report, uncovering 6 must-know financial advisor marketing trends that are shaping the industry this year.Whether you’re focused on referrals, social media, or digital ads, this research-backed discussion will help you understand what’s working — and what’s not — in modern financial advisor marketing.Here’s what we cover:1️⃣ Marketing means experimentation – why top advisors test and refine continuously.2️⃣ Referrals are not dead – how elite advisors still drive growth through personal introductions.3️⃣ Social prospecting is a mentality – the mindset shift needed to grow your network naturally.4️⃣ Google is part of your future – what SEO and Google Business mean for advisor visibility.5️⃣ Websites outweigh offices – why your digital first impression matters more than your office décor.6️⃣ Video is a trust-builder – how short, authentic videos accelerate client trust.Download the full research snapshot here: oechsli.com/research (https://www.oechsli.com/research)If you’re serious about financial advisor marketing and want actionable insights to attract high-net-worth clients, this episode is for you.Subscribe for more episodes of The Stephen and Kevin Show — your source for advisor growth, marketing, and business development strategies.

Thinking about going independent? In this episode, we share practical marketing strategies for financial advisors preparing for a breakaway launch. At Oechsli, we’ve helped over 150 brand new financial advisory firms launch in the past two years, and we’ll show you what it takes to retain clients, establish credibility, and build a strong foundation for long-term growth.What You’ll Learn in This Video:✅ Why preparation, communication, and credibility are key to client retention✅ How to set a realistic launch timeline (2–3+ months before going live)✅ Naming your firm: personal brand vs. unique identity✅ Designing a logo that builds trust and future growth potential✅ Studio video & photography: the face of your new brand✅ Website essentials that signal legitimacy and professionalism✅ Signage, stationery, and marketing collateral that excite clients✅ Social media announcement strategies + boosting tips✅ Google Business Profile, Ads, and Press Release best practices✅ Email series & ongoing marketing (social, ads, video, podcasts)Why This Matters:Launching your independent firm isn’t the time to cut corners. Every detail—from your logo and website to your first social media post—shapes how clients perceive your credibility and commitment. With the right plan, you can make your breakaway a seamless, successful transition.

Financial 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 moneyIf you’re a financial advisor who wants to grow your practice, attract ideal clients, and market with confidence, this episode is for you.

Just 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 ExcusesSubscribe for more marketing tips and tools to grow your financial practice!

Not 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 shiftsWe 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 (http://www.oechsli.com/)OUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWk (https://bit.ly/3qJ8UWk)Oechsli Social Content - https://bit.ly/3qM2vd2 (https://bit.ly/3qM2vd2)Oechsli Digital Ads - https://bit.ly/3AhXuvE (https://bit.ly/3AhXuvE)Oechsli Video - https://bit.ly/3GRsFAA (https://bit.ly/3GRsFAA)Oechsli Newsletters - https://bit.ly/3tHbTQY (https://bit.ly/3tHbTQY)Oechsli Websites- http://bit.ly/2KUw04w (http://bit.ly/2KUw04w)Oechsli Podcasts - https://bit.ly/3NgddRm (https://bit.ly/3NgddRm)FOLLOW US ON:Instagram: https://bit.ly/3KtYvpi (https://bit.ly/3KtYvpi)Facebook: https://bit.ly/3GQ8rXT (https://bit.ly/3GQ8rXT)LinkedIn: https://bit.ly/33C6e3Z (https://bit.ly/33C6e3Z)=============================Table of Contents:=============================0:00 - Personal Stories6:05 - What are periodics?10:45 - Organizing periodics15:35 - Event marketing18:30 - Personal touchpoints

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.comOUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWkOechsli Social Content - https://bit.ly/3qM2vd2Oechsli Digital Ads - https://bit.ly/3AhXuvEOechsli Video - https://bit.ly/3GRsFAAOechsli Newsletters - https://bit.ly/3tHbTQYOechsli Websites- http://bit.ly/2KUw04wOechsli Podcasts - https://bit.ly/3NgddRmFOLLOW US ON:Instagram: https://bit.ly/3KtYvpiFacebook: https://bit.ly/3GQ8rXTLinkedIn: https://bit.ly/33C6e3Z=============================Table of Contents:=============================0:00 - Intro06:18 - The preparation for the prepared messaging for your video10:04 - Before filming, warm up11:48 - Should I practice before?12:20 - What to use when filming16:36 - Complexity vs. Simplicity17:56 - Getting into editing

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.(https://a.slack-edge.com/production-standard-emoji-assets/14.0/apple-medium/2705.png) 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.(https://a.slack-edge.com/production-standard-emoji-assets/14.0/apple-medium/1f552.png) 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.(https://a.slack-edge.com/production-standard-emoji-assets/14.0/apple-medium/1f3af.png) 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.(https://a.slack-edge.com/production-standard-emoji-assets/14.0/apple-medium/1f449.png) Like this video if it helped you(https://a.slack-edge.com/production-standard-emoji-assets/14.0/apple-medium/1f4e9.png) Comment with your biggest website challenge(https://a.slack-edge.com/production-standard-emoji-assets/14.0/apple-medium/1f514.png) Subscribe for more tips on advisor marketing and branding#FinancialAdvisorWebsites (https://www.youtube.com/hashtag/financialadvisorwebsites) #WebsiteMistakes (https://www.youtube.com/hashtag/websitemistakes) #AdvisorMarketing (https://www.youtube.com/hashtag/advisormarketing) #FinancialMarketing (https://www.youtube.com/hashtag/financialmarketing) #FailingThe5SecondTest (https://www.youtube.com/hashtag/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 (tel:8774293837) or visit www.allianzIMetfs.com (http://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.

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.comOUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWkOechsli Social Content - https://bit.ly/3qM2vd2Oechsli Digital Ads - https://bit.ly/3AhXuvEOechsli Video - https://bit.ly/3GRsFAAOechsli Newsletters - https://bit.ly/3tHbTQYOechsli Websites- http://bit.ly/2KUw04wOechsli Podcasts - https://bit.ly/3NgddRmFOLLOW US ON:Instagram: https://bit.ly/3KtYvpiFacebook: https://bit.ly/3GQ8rXTLinkedIn: https://bit.ly/33C6e3Z=============================Table of Contents:=============================0:00 - Intro03:21 - Referrals reign supreme07:37 - Friendships between client and advisor12:22 - Why teaming is so important16:11 - Why your website shouldn't be neglected21:35 - Digital media's significant marketing opportunity for financial advisorsAllianz 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.

As 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.comOUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWkOechsli Social Content - https://bit.ly/3qM2vd2Oechsli Digital Ads - https://bit.ly/3AhXuvEOechsli Video - https://bit.ly/3GRsFAAOechsli Newsletters - https://bit.ly/3tHbTQYOechsli Websites- http://bit.ly/2KUw04wOechsli Podcasts - https://bit.ly/3NgddRmFOLLOW US ON:Instagram: https://bit.ly/3KtYvpiFacebook: https://bit.ly/3GQ8rXTLinkedIn: https://bit.ly/33C6e3Z=============================Table of Contents:=============================0:00 - Intro01:25 - Today's Topic - Must-have videos on your website02:10 - DIY vs Studio Quality05:45 - "Why does high-quality video matter"19:50 - Concluding Remarks

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.comOUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWkOechsli Social Content - https://bit.ly/3qM2vd2Oechsli Digital Ads - https://bit.ly/3AhXuvEOechsli Video - https://bit.ly/3GRsFAAOechsli Newsletters - https://bit.ly/3tHbTQYOechsli Websites- http://bit.ly/2KUw04wOechsli Podcasts - https://bit.ly/3NgddRmFOLLOW US ON:Instagram: https://bit.ly/3KtYvpiFacebook: https://bit.ly/3GQ8rXTLinkedIn: https://bit.ly/33C6e3Z=============================Table of Contents:=============================0:00 - Intro06:07 - Today's Topic - Centers of Influence10:22 - 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. 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

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

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. 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

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.comOUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWkOechsli Social Content - https://bit.ly/3qM2vd2Oechsli Digital Ads - https://bit.ly/3AhXuvEOechsli Video - https://bit.ly/3GRsFAAOechsli Newsletters - https://bit.ly/3tHbTQYOechsli Websites- http://bit.ly/2KUw04wOechsli Podcasts - https://bit.ly/3NgddRmFOLLOW US ON:Instagram: https://bit.ly/3KtYvpiFacebook: https://bit.ly/3GQ8rXTLinkedIn: https://bit.ly/33C6e3Z=============================Table of Contents:=============================0:00 - Intro01:40 - Why Do Clients Refer?04:28 - Client-Friendly Suggestions16:56 - Reasons Why Clients Don't Refer23:21 - How To Coach Your Clients28:32 - 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/researchBig shoutout to Allianz for sponsoring this episode! For more on what they offer, hit up: oechsli.com/azlLEARN MORE:www.oechsli.comOUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWkOechsli Social Content - https://bit.ly/3qM2vd2Oechsli Digital Ads - https://bit.ly/3AhXuvEOechsli Video - https://bit.ly/3GRsFAAOechsli Newsletters - https://bit.ly/3tHbTQYOechsli Websites- http://bit.ly/2KUw04wOechsli Podcasts - https://bit.ly/3NgddRmFOLLOW US ON:Instagram: https://bit.ly/3KtYvpiFacebook: https://bit.ly/3GQ8rXTLinkedIn: https://bit.ly/33C6e3Z

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.comOUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWkOechsli Social Content - https://bit.ly/3qM2vd2Oechsli Digital Ads - https://bit.ly/3AhXuvEOechsli Video - https://bit.ly/3GRsFAAOechsli Newsletters - https://bit.ly/3tHbTQYOechsli Websites- http://bit.ly/2KUw04wOechsli Podcasts - https://bit.ly/3NgddRmFOLLOW US ON:Instagram: https://bit.ly/3KtYvpiFacebook: https://bit.ly/3GQ8rXTLinkedIn: https://bit.ly/33C6e3Z

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.comOUR SERVICES:Oechsli Coaching - https://bit.ly/3qJ8UWkOechsli Social Content - https://bit.ly/3qM2vd2Oechsli Digital Ads - https://bit.ly/3AhXuvEOechsli Video - https://bit.ly/3GRsFAAOechsli Newsletters - https://bit.ly/3tHbTQYOechsli Websites- http://bit.ly/2KUw04wOechsli Podcasts - https://bit.ly/3NgddRmFOLLOW US ON:Instagram: https://bit.ly/3KtYvpiFacebook: https://bit.ly/3GQ8rXTLinkedIn: https://bit.ly/33C6e3Z

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.

As financial advisors, we know you understand how crucial great service is when it comes to interacting with your clients. However, there is always room for improvement; tips to consider for areas you might be neglecting or just haven't thought about. For episode 104, Stephen and Kevin sit down to discuss ten different service principles for financial advisors. Service can be largely subjective and depend on our own experiences - from the business side of things to the consumer. Yet, despite this variation, there are general principles and standards that can be drawn to ensure you are providing top-tier service to your clients, COIs, prospects, and even your own employees. Check out the episode to learn more about how you can enhance your service model.