#123 What the New Data Says About Financial Advisor Marketing Success

The Stephen and Kevin Show

In this episode of The Stephen and Kevin Show, we break down Oechsli’s brand-new 2025 Advisor Research Report, uncovering 6 must-know financial advisor marketing trends that are shaping the industry this year.

Whether you’re focused on referrals, social media, or digital ads, this research-backed discussion will help you understand what’s working — and what’s not — in modern financial advisor marketing.

Here’s what we cover:

1️⃣ Marketing means experimentation – why top advisors test and refine continuously.

2️⃣ Referrals are not dead – how elite advisors still drive growth through personal introductions.

3️⃣ Social prospecting is a mentality – the mindset shift needed to grow your network naturally.

4️⃣ Google is part of your future – what SEO and Google Business mean for advisor visibility.

5️⃣ Websites outweigh offices – why your digital first impression matters more than your office décor.

6️⃣ Video is a trust-builder – how short, authentic videos accelerate client trust.

Download the full research snapshot here: oechsli.com/research

If you’re serious about financial advisor marketing and want actionable insights to attract high-net-worth clients, this episode is for you.

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