Stephen Boswell

Stephen Boswell Oechsli Headshot

Stephen Boswell is the President of The Oechsli Institute and the author of Best Practices of Elite Advisors. In addition to overseeing The Oechsli Institute’s research on financial advisor marketing, Stephen speaks across the country on client acquisition, practice management, and social media. Stephen earned a Bachelor of Science in Business Administration from Appalachian State University and a Masters in Business Administration from The University of North Carolina at Greensboro.  Ask Stephen about…raising three boys, Carolina Panthers football, and his love/hate relationship with running.


Stephen Boswell, author of Best Practices of Elite Advisors, is the Chief Operating Officer of The Oechsli Institute. In addition to overseeing The Oechsli Institute’s ongoing research on the affluent consumer and financial advisors, Stephen delivers workshops throughout the US on affluent marketing and practice management. He is also the author of a bi-weekly newsletter for