Matt Oechsli

Columnist: The Inner Game

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

baseball game
Mixing Serious Business With Summer’s Pleasures
Weather does not prohibit financial advisors from mixing serious business with summer’s pleasures.
lite beer
Are You Offering Financial Planning “Lite”?
Affluent investors want an advisor who will oversee the multi-dimensional aspects of their family’s financial affairs.
standing out
Thirteen True Differentiators for Financial Advisors 2
The following questions should help you peel back the onion and uncover what makes you different.
Your Clients’ Greatest Motivator 1
The greatest motivator of today’s affluent is the fear of loss.
The DOL’s Gift to Financial Advisors 1
As much as this DOL fiduciary ruling is a pain, embrace the reality and it becomes a rainmaking tool.
Research Cracks the CPA Referral Code
Elite advisors have invested the time, energy and resources to develop relationships with their COIs in a manner that is much different from that of the general population of financial advisors.
Five Astute Questions to Ask a Client’s CPA
Tax season is over. These CPAs have been running flat-out for months, and now is a good time to get face to face.
Are You Ready to Showcase to CPAs?
Would you recommend a restaurant without having eaten there?
Comparing Affluent Conversation Rules of Today to 1875
If you want to differentiate yourself in affluent social circles, paying attention to these 10 Affluent Conversation Rules is an excellent place to start.
The Prospecting Payoffs of Doing Lunch
A non-business lunch with an affluent client can get you personal introductions.
The Top Recreational Activities of Today’s Affluent
Our 2016 Affluent Research identified the top recreational activities today’s affluent clients enjoy.
Choose Your Words
To resonate with the affluent, be concise, conversational and confident.
Three Steps for Connecting With CPAs of New Clients 1
By applying these three steps with new affluent clients, not only will you be servicing them more comprehensively, you’ll be turbo-charging your financial advisor marketing plan.
Why Less is the New More
Many financial advisors have developed the bad habit of talking too much In the world of affluent sales – listening, really listening is the secret.
Five Social Media Blunders to Avoid
The following social media blunders to avoid are directed at financial advisors who are currently, or soon to be, using social media as a business tool.
Industry Newsletters
Investment Category Sponsor Links
Planning Investment Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×