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The Stephen and Kevin Show

The Stephen and Kevin Show: 5 Affluent Research TakeawaysThe Stephen and Kevin Show: 5 Affluent Research Takeaways

Oechsli has long been known for the research they conduct on the affluent.

 

In Episode 101 of The Stephen and Kevin Show, Stephen and Kevin walk through some key takeaways from Oechsli's 2022 Affluent Research Report. 

 

Stephen Boswell and Kevin Nichols are partners with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols www.oechsli.com

About the Authors

Kevin A. Nichols

Director of Coaching

https://www.oechsli.com/

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 wealthmanagement.com. Follow him on twitter @KevinANichols.