Cover image of The Stephen and Kevin Show

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 #AskStephe... Read more

Ranked #1

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#85: Today's Digital Affluent

#85: Today's Digital Affluent

Love it or hate it, technology is changing the advisor/client relationship at an accelerating pace. Social media and onl... Read more

8 Nov 2019

19mins

Ranked #2

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#40: The Psychology of Selling

#40: The Psychology of Selling

Stephen Boswell and Kevin Nichols talk about why understanding human behavior, especially with the affluent, is critical... Read more

7 Oct 2016

17mins

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Ranked #3

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#73: The 7 Components of Advisor Performance

#73: The 7 Components of Advisor Performance

What makes an advisory practice elite?  We've just completed three years of research that sought to identify the traits ... Read more

20 Feb 2019

25mins

Ranked #4

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#69: The Power of Questions with David Patchen

#69: The Power of Questions with David Patchen

For financial advisors, the right questions are everything.  They're essential in helping you understand your prospects'... Read more

23 Aug 2018

32mins

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Ranked #5

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#52: 5 Must-Ask Questions When Meeting a CPA

#52: 5 Must-Ask Questions When Meeting a CPA

Discover the five questions that are perfect for first meetings with a CPA.  You can't script the whole first meeting, b... Read more

12 Apr 2017

11mins

Ranked #6

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#86: Questions to Qualify CPAs

#86: Questions to Qualify CPAs

Some CPAs will be great partners, others will not.  How can you tell the difference in the two, without coming across to... Read more

9 Dec 2019

15mins

Ranked #7

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#62: The #1 Activity Financial Advisors Should Track

#62: The #1 Activity Financial Advisors Should Track

Every financial advisor has their unique strengths, weaknesses, & opportunities, but differences aside, there's at l... Read more

15 Jan 2018

10mins

Ranked #8

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#54: Communicating Your Ideal Client Profile

#54: Communicating Your Ideal Client Profile

In this episode, Kevin tells a funny story about how he unwittingly shared his client profile with a group of families o... Read more

6 Jun 2017

15mins

Ranked #9

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#61: What to Do When a Prospect "Ghosts" You

#61: What to Do When a Prospect "Ghosts" You

Most financial advisors know what it feels like be "ghosted," or ignored, by a prospect. If you're scratching your head ... Read more

8 Jan 2018

13mins

Ranked #10

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#43: Three Types of Fee Conversations

#43: Three Types of Fee Conversations

Stephen Boswell and Kevin Nichols talk about why the fees you charge are a growing topic of conversation - and why that'... Read more

22 Nov 2016

12mins

Ranked #11

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#82: I Already Have an Advisor

#82: I Already Have an Advisor

In this episode of the Stephen and Kevin Show, we talk about how to handle the situation when a prospect tells you, "I a... Read more

6 Sep 2019

15mins

Ranked #12

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#83: LinkedIn Sales Navigator

#83: LinkedIn Sales Navigator

In this Episode of the Stephen and Kevin Show, we talk about LinkedIn Sales Navigator.  Have you been on LinkedIn lately... Read more

6 Sep 2019

14mins

Ranked #13

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#47: 10 Personal Branding Essentials

#47: 10 Personal Branding Essentials

Discover 10 essential for building a stellar personal brand. When selling an intangible service, like financial advice, ... Read more

10 Mar 2017

18mins

Ranked #14

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#65: 3 Tips for Your Proposal Meetings

#65: 3 Tips for Your Proposal Meetings

If you’ve held proposal meetings with more than one decision maker, then you understand that they have a completely diff... Read more

16 Apr 2018

12mins

Ranked #15

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#51: Avoiding the Humblebrag and Other Trust-Killers

#51: Avoiding the Humblebrag and Other Trust-Killers

Learn why it's good sometimes not to come across as too-polished. You can have the best scripting or the best service mo... Read more

30 Mar 2017

17mins

Ranked #16

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#35: Behavioral Finance with Dr. Daniel Crosby

#35: Behavioral Finance with Dr. Daniel Crosby

Stephen Boswell and Kevin Nichols of The Oechsli Institute interview Dr. Daniel Crosby, a behavioral finance expert, who... Read more

8 Aug 2016

16mins

Ranked #17

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#46: How to Bomb a First Meeting with a Prospect

#46: How to Bomb a First Meeting with a Prospect

Learn how to bomb a first meeting with a prospects (and learn to how to avoid bombing too!).  Have a question?  Ask on T... Read more

24 Jan 2017

14mins

Ranked #18

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#49: Best Practices for Tracking Marketing Activity

#49: Best Practices for Tracking Marketing Activity

Learn valuable best practices with regards to activity tracking. While activity tracking is basic in theory, implementat... Read more

14 Mar 2017

12mins

Ranked #19

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#57: Word-of-Mouth Influence Hierarchy

#57: Word-of-Mouth Influence Hierarchy

Do you ever wonder why some advisors get more referrals than others? It's all about word-of-mouth! In this episode, Step... Read more

21 Nov 2017

15mins

Ranked #20

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#84: 9 Words to Never Use in Sales

#84: 9 Words to Never Use in Sales

There are some words and phrases that, in selling to the affluent, should never be used. These verbiage mistakes can kil... Read more

8 Nov 2019

14mins

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