Kevin Nichols

Director of Coaching

Kevin Nichols is the author of The Indispensable LinkedIn Sales Guide for Financial Advisors and the Director of Coaching for The Oechsli Institute.  He is a leading expert on Social Media marketing and delivers speeches and conducts workshops 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 Follow him on twitter @KevinANichols.

Ten Questions to Help Advisors Relate to NextGen Investors
Use the following NextGen checkup to assess where you stand.
Stephen and Kevin Show Episode 16: Face Swapping, One Key Affluent Marketing Idea
In this episode we swap faces (not a typo), share ideas for affluent marketing, and how to properly promote recognition - without bragging.
Stephen and Kevin Show Episode 15: COI Reciprocity, Social Lunches, Gym Selfies
In this episode we discuss COIs who don't reciprocate, the power of social lunches, and Stephen shows off a few gym selfies #welcometothegunshow.
A Facebook Lesson From My Grandmothers
Don’t get friend-axed. Use Facebook to build, not hurt your personal brand and to build key relationships.
Stephen and Kevin Show Episode 14: Free Biz. Dev. Plan, Creative Intimate Events Ideas
In this episode we giveaway a 2016 Business Development plan, share our favorite creative intimate event ideas, and discuss whether or not to reach out to clients in volatile markets.
Stephen and Kevin Show Episode 13: More Video Views, Thank You Notes
In this episode we tackle how to increase views on your videos, responding when someone asks 'How's Business?", and some best practices for writing good ol' fashion thank you notes.
Why “Great” is a Terrible Response to “How’s Business?” 1
Your objective is to position yourself as a financial advisor who is client-focused and proactive.
Stephen and Kevin Show Episode 12: Michael Kitces, The Best $200 You Can Spend for New Years
In episode 12 of The Stephen and Kevin show we interview Michael Kitces to get his thoughts on the future of paying for financial advice. Also, find out the best way to spend $200 for the New Year.
Five Rules for Interacting With Other Advisors
Here are the five rules up-and-coming advisors should adhere to regarding advisor-to-advisor interaction.
Stephen and Kevin Show Episode 11: Texting Like a Jerk, Selling in Social Circles
In Episode 11, we discuss how to make sure you aren't texting like a 'jerk', prospecting in small markets, and seamlessly converting social contacts into legitimate business opportunities.
Stephen and Kevin Show Episode 10: Top 3 LinkedIn Sales Tactics
In Episode 10 of the Stephen and Kevin Show, we give you our top 3 LinkedIn sales tactics.
Create a Rockin' Marketing Plan in Less Than 45 Minutes
Have you created a marketing plan for the coming year? It’s not too late.
Stephen and Kevin Show Episode 9: Young Affluent, Teaching COIs LinkedIn
In Episode 9 of The Stephen and Kevin Show we discuss finding young investors, teaching COIs to use LinkedIn, and our response to the question, "what's your best marketing idea?"
Stephen and Kevin Show Episode 8: Emojis, Wowing Clients and LinkedIn Alumni
n this episode, we discuss using a budget for wowing clients, the optimal way to host review meetings, and how to use a LinkedIn alumni search.
Stephen and Kevin Show Episode 7: Hearts on Twitter, Coaching Prep., Events After Thanksgiving
In Episode 7 of the Stephen and Kevin show, they discuss hearts on Twitter, events you can hold between Thanksgiving and year-end, and the best way to prepare for a coaching session.
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