Home
Categories
EXPLORE
True Crime
Comedy
Society & Culture
Business
Sports
History
Music
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts116/v4/da/e6/c3/dae6c383-b542-2679-5341-f60b93fcfb88/mza_8834719481455083845.jpg/600x600bb.jpg
The Stephen and Kevin Show
Oechsli
123 episodes
2 weeks ago
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
Show more...
Marketing
Education,
Business,
Management,
Self-Improvement
RSS
All content for The Stephen and Kevin Show is the property of Oechsli and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Marketing
Education,
Business,
Management,
Self-Improvement
https://is1-ssl.mzstatic.com/image/thumb/Podcasts116/v4/da/e6/c3/dae6c383-b542-2679-5341-f60b93fcfb88/mza_8834719481455083845.jpg/600x600bb.jpg
#117 10 Financial Advisor Website Mistakes
The Stephen and Kevin Show
26 minutes 30 seconds
7 months ago
#117 10 Financial Advisor Website Mistakes
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.
The Stephen and Kevin Show
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