Matt Oechsli

Columnist: The Inner Game

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

client feedback
Everything You Need to Know About Fees 1
Here's what to say to clients (new and old) when they start talking about their fees.
Costco free samples
Service Is the “New” Sales
There are four key components for transforming your current level of service into a marketing machine.
Are You Competitive Enough to Be Great?
Most elite performers are continually challenging themselves, consistently venturing outside of their comfort zone, and are never satisfied with the status quo.
Do You Want to Know the Secret of Elite Teams? 1
It starts with good planning and leadership.
mountain climbing
Success is No Accident
Purpose, persistence, and patience are the qualities required for any financial advisor who is serious about becoming the advisor of choice amongst today’s affluent.
How to Avoid Socially Awkward Introductions
How do you make a personal introduction impactful? Simple. Invert your focus.
Millennials Rock
Despite the tsunami of advice telling them otherwise, too many advisors still think focusing on younger generations is a wasted effort. Here’s why they are wrong.
sticky story advisor
Are You “Sticky” Enough?
Telling a story that’s memorable and unexpected increases the likelihood that a prospect will open up.
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.
Industry Newsletters
Investment Category Sponsor Links
Wealth Planning Category Sponsor Links
Practice Management Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×