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.

Chirp, Chirp! Tweet, Tweet! Let’s Re-Think Twitter
With some interesting changes around the corner, we think it’s time for advisors who haven’t embraced Twitter to rethink their stance.
Stephen and Kevin Show Episode 6: Veronica Dagher, LinkedIn Connection Audit, Vacation Prospecting
In Episode 6 of the Stephen and Kevin show, they interview Wall Street Journal Wealth Columnist Veronica Dagher, discuss how to audit LinkedIn connections, and offer tips for prospecting in a vacation market.
Decision-Making Across Generations
Pay attention to the generational details, keep it simple, and you’ll improve your affluent client acquisition numbers at every stage of the life-cycle.
Stephen and Kevin Show Episode 5: LinkedIn Premium, Next-Gen Investors, Social Media Compliance
Tune in and learn about targeting NextGen investors, the pros/cons of LinkedIn Premium, and staying clear of social media compliance issues. Questions for next week? #AskStephenAndKevin By the way, check out our podcast on iTunes, too.
Stephen and Kevin Show Episode 4: DIY Investors, Facebook Settings, Last Minute Halloween Ideas
It's the Halloween Edition. Check it out - don't be scared. We cover how to prospect do-it-yourself investors, how to select the right Facebook privacy settings, and offer some last minute Halloween tips for advisors. Enjoy! And check out our podcast on iTunes.
Stephen and Kevin Show Episode 3: Delegating Social Media, Sourcing Names, and Embedded Video
We answered three key questions in this edition - #1 Should you delegate social media? #2 What is "sourcing names?" #3 Adding video to your blog. Have a question? Use #AskStephenAndKevin
Stephen and Kevin Show Episode 1: Twitter's Big News, Events on the Cheap
Welcome to The Stephen and Kevin Show, presented by Stephen Boswell and Kevin Nichols of the Oechsli Institute. These videos are built on your questions, successes and challenges. Tweet to us at #AskStephenandKevin, view our new editions on YouTube, or catch us live on Periscope. Looking forward to a great series.
Stephen and Kevin Show Episode 2: Paul Sullivan Interview, Twitter Prospecting, and Firing Your FA
Listen in for our interview with Paul Sullivan from the New York Times, a discussion on using Twitter as a prospecting tool and the top reasons why affluent investors leave their financial advisors.
The Fine Art of Cold LinkedIn Prospecting 1
This process takes finesse and skill, but with the right strategy, it is highly effective.
The Ultimate Affluent Social Event Pre-Meeting
For this week's submission, The Oechsli Institute breaks down the planning process behind an affluent social event.
Ten Differences Between Boomers and Millennials 1
The Oechsli Institute recently conducted a study of over 1,044 Boomers and Millennials, with the objective to better understand the generational differences between the two groups.
5 Tips for Small Market Prospecting
Think about your small market as an opportunity, rather than a hindrance. Your goal should be to dominate the local competition.
When the Prospecting Trainer Gets Prospected
Here’s why we never recommend asking for referrals.
Attention Financial Advisors: Eat More Brunch and Mexican Food
Learning more about millennials is the first step in engaging the next generation of clients.
New Millennial Research on Media Attention: A Tidal Wave is Coming 2
When it comes to marketing to this generation, it’s imperative you understand where their eyes and ears are.
Industry Newsletters
Investment Category Sponsor Links
Planning Investment Category Sponsor Links
Wealth Planning Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×