#121 7 Marketing Fears Every Financial Advisor Faces

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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

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#121 7 Marketing Fears Every Financial Advisor Faces

The Stephen and Kevin Show

26 minutes 9 seconds

2 months ago

#121 7 Marketing Fears Every Financial Advisor Faces

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.