Oechsli

09/03/2026

One thing we see surprisingly often is an advisor who's evolved significantly while their digital presence hasn't.

The firm has grown. Their ideal client has changed. Their team has expanded. Their client experience has improved. But the website, branding, social presence, or video strategy still reflects where the business was several years ago.

That's exactly why we created our Digital Marketing Benchmark. It gives you an objective reason to check back in and see whether your marketing still reflects the firm you've built today.

Take the assessment and see where you stand: https://oechsli.scoreapp.com/

08/31/2026

The following are ten of the most common mistakes we see on advisor websites, along with practical ways to correct them. Review the list with your team and evaluate your website honestly. You might even ask a few trusted clients for their perspective.

Most importantly, remember that your website should never be viewed as finished. It should continue to evolve alongside your firm, your clients, and your marketing strategy.

Download the guide:https://oechsli.com/wp-content/uploads/2026/08/10_Biggest_Financial_Advisor_Website_Mistakes.pdf

08/18/2026

Genuine networking is built on a foundation of generosity rather than greed.

Instead of asking what others can do for you, focus on how you can provide value to them.

What are some things you can do to help others in your network?

08/11/2026

We must remember that our mindset is within our control. We have the power to shape and influence our thoughts, attitudes, and beliefs. This means that by changing our thoughts, we can change our experience of life.

https://oechsli.com/10-mindset-hacks-for-financial-advisors/

This has prompted me to revisit my earlier days of mindset training and share 10 Mindset Hacks for Financial Advisors. Whether you’re stuck in a negative

08/06/2026

Try this exercise the next time you have a few minutes.

Open your website and read the very first sentence on your homepage. Then ask yourself, "If someone knew absolutely nothing about my firm, would this tell them they're in the right place?"

If you're not completely confident in the answer, you're not alone.

One of the most common issues we see on advisor websites is a hero statement that sounds nice but doesn't clearly communicate who the firm serves, what it does, or why someone should keep reading.

Kevin would argue that your hero statement is one of the most important elements on your entire website. It's the first thing visitors see, and in many cases, it determines whether they keep reading or move on.

Read the full article on our website to learn how a few carefully chosen words can make a stronger first impression.

https://oechsli.com/the-most-important-words-on-advisor-websites/

The hero statement on your website is the bold, attention-grabbing message that sits atop your website’s homepage. It’s the first thing visitors see, and I'd

08/04/2026

One of the things we enjoy most about branding is discovering what makes a firm unique.

For Arbos Wealth, one of those details was the way they serve clients on both sides of the U.S.-Mexico border. That became an important part of the conversation as we developed the name, messaging, and website, even incorporating subtle Spanish language elements throughout the experience.

Last week, we had the privilege of launching the new Arbos Wealth brand. From the visual identity to the website, every decision was made with their clients and their story in mind.

Congratulations to the Arbos Wealth team. We're excited to see where this next chapter takes you.

07/31/2026

In case you missed it...

Episode 127 of The Stephen & Kevin Show is now live.

This week, we're sharing six leadership quotes that have shaped the way we think about building businesses, leading teams, and serving clients.

Sometimes one sentence is enough to change the way you approach your work.

Watch the full episode on YouTube and let us know which quote resonates with you most.

One of the things we enjoy about quotes is their power and their br...

07/30/2026

Honest question...

What's the biggest thing stopping you from starting a podcast?

Time?
Equipment?
Knowing what to talk about?
Something else?

Leave it in the comments. We'll share our perspective and try to help point you in the right direction.

07/29/2026

Some ideas stay with you long after you hear them.

That's why, in Episode 127 of The Stephen & Kevin Show, we each brought three leadership quotes that have shaped the way we think about business, relationships, and leading an advisory firm.

A great quote won't build your business on its own, but it might change the way you approach your next decision.

Now we'd love to hear from you.

What's one leadership quote that's stayed with you over the years, and why?

Let's build a thread of ideas that advisors can learn from. You never know which quote might be exactly what someone else needs to hear today.

Watch the full episode to hear the six quotes we chose and the stories behind them. https://youtu.be/jL70XzPlpzg

07/28/2026

Congratulations to Lewis Wealth Management on the launch of their new brand. It was a privilege to partner with your team and bring this vision to life.

One of our favorite parts of the branding process is uncovering the story behind a firm's identity.

For Lewis Wealth Management, that story starts in Waco. The logo draws inspiration from one of the city's most recognizable bridges, creating a visual connection to the community they serve and the place they call home.

That's what makes a logo memorable.

The strongest logos aren't just visually appealing. They carry meaning. They give clients something to remember, something to ask about, and something worth sharing.

We're excited to see this new brand come to life.