Kevin Nichols

Director of Coaching

Kevin Nichols is the Director of Coaching for The Oechsli Institute.  He is a leading expert on Social Media marketing and delivers speeches and conducts workshops on throughout the country. He has coached hundreds of financial advisors and numerous wealth management teams. He is also the co-author of the FastTrack for Growth newsletter for

How Financial Advisors Can Use Keywords in their LinkedIn Profile 1
More and more people are using LinkedIn as a source to directly find service professionals nowadays. If you want to be found, you have to have the right keywords on your profile.
Seven Wardrobe Tips for New Advisors
Your physical appearance, good or bad, is a part of your branding in the minds of clients, prospects and centers-of-influence, especially for new advisors.
Wardrobe Principles for New Advisors
It’s worth the effort to make certain your wardrobe is in top shape. Fortunately for newer advisors, it’s one of the easiest and least expensive ways to improve your professional brand.
How to Ask Your Prospect Questions with Major “Impact”
While there are infinite questions to ask, the way in which you frame your inquiries is just as important.
3 New Advisor Differentiators
We are often asked, “What truly separates elite new advisors from the rest?” The following are three of many factors that put new advisors on the FastTrack to success.
Selecting the Members of Your LinkedIn 'Tribe'
We are convinced that the “tribe” you build on LinkedIn will be one of your biggest business assets going forward.
Is Your Pipeline Full of “Suspects” or “Prospects”?
An advisor told us the other day that he had $50MM in his pipeline. While that sounds great above the surface, if you dig a little deeper you find that this advisor has done a lot of speculating.
Less than 42 Years Old? Good!
Think being young hinders your prospecting? Think again! Let’s look at the facts
An In-Depth Look at LinkedIn’s New “Who’s Viewed Your Profile” Analytics for Financial Advisors
Many advisors see LinkedIn as a static webpage. A place they create a profile and let it forever sit like a modern-day yellow page listing. These advisors are missing the point.
Throw Your “Elevator Speech” Out the Window
When networking, the first impression you create sets the tone for how the prospect responds to all future contact with you. If you really want to prospect socially, you have to get the prospect to open up to you in the most natural way possible. Consider these tips
3 Step Semi-Painless Relationship Check-up
Here are three steps to making certain you’re building loyalty and penetrating COIs.
The #1 Benefit Financial Advisors Get From Facebook. Period!
Facebook just turned ten years old. Wow! Does that officially make Facebook a pre-teen? Regardless, we decided to dig deeper into Facebook in our latest research study.
Calling Your Prospect Out
The next time you are in a meeting with a reluctant prospect, bring your concerns out into the open. If you are armed with the right language, you can easily get to the real issue.
What New Advisors can Learn from John D. Rockefeller, Sr. 
It’s that time of year again – time for goal setting, establishing the right habits and getting our year off to the right start. It’s also a time to think about your achievement cycle.
Why Financial Advisors Shouldn’t Use LinkedIn’s “Get Introduced” Button
LinkedIn has the ability to be an introduction powerhouse. Letting advisors see “who knows who” and having a business-centric culture – it’s perfect for advisors focused on relationship marketing.
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