Matt Oechsli

Columnist: The Inner Game

Matt Oechsli is author of Building a Successful 21st Century Financial Practice: Attracting, Servicing & Retaining Affluent Clients.

Does Your Financial Advisory Service Rock?
Make your service rock and you will continue to differentiate yourself.
Content Marketing in the Digital World
Overcoming affluent skepticism with useful, relevant information.
Ten Tactics for a Financial Advisor Attitude Adjustment
Make it a priority to control that of which is within your control, and make your top priority controlling your attitude.
The Self-Applied Pygmalion Effect for Advisors
When an “elite” manager pushes the right buttons, people can usually perform at significantly higher levels.
Your Brand is Digital
When was the last time you Googled yourself? If you haven’t lately, give it a go.
At What Asset Level Does a Person Need a Financial Advisor?
Where the next generation first receives their financial advice, is likely to be where they’ll get it in the future.
Flushing Support Personnel Inefficiencies
Years after Fredrick Winslow Taylor popularized the Time Study as a core component of scientific management, his concept still serves as a basis for performance standards.
Financial Advisor Blind Spots 1
Oechsli Institute research has uncovered some large perception gaps between advisors and affluent clients. Here are a few.
The Demise of the Sales Assistant 2
Sales assistants are long gone, now it’s all about financial advisors being able to consistently quantify, demonstrate, and communicate their value.
Independence Day Reading List for Financial Advisors
Whether it’s celebrating our country’s anniversary, Memorial Day, Labor Day, Thanksgiving, Martin Luther King Day – these holidays are more than the stock market closing – they are history speaking to us.
The On-Screen Advisor
In the not-too-distant future, every firm will allow their advisors to create video. Here’s how you can prepare.
The Financial Advisor Double A Rating
Attitude and activity – both within ones complete control – which means that every financial advisor can develop a Double A Rating.
5 Criteria to Address Before Onboarding a Junior Advisor
Most of the advice in the industry is centered on the qualities and characteristics to look for in a junior; little attention has been placed on what should be expected of the senior.
The Affluent Marketing Challenge
Tracking your marketing habits can boost your activity by 20 percent. Here’s a 30-day plan for doing so.
Financial Advisors: Are You Texting Clients? 2
Affluent investors are texting--but not with their financial advisor. Here's why you should text, and how to do it properly.
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