Matt Oechsli

Columnist: The Inner Game

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

Who Is the Lead Parent?
An easy way to understand your clients’ time constraints.
Ten Steps for Transforming a Referral into an Introduction
The objective is to habitually seize the opportunity and facilitate a personal introduction. That said, you will also be educating your clients on the best way to advocate your services as a financial advisor in the future.
High-Impact Emotional Motivators that Drive Advisor Behavior
Taking a look at several motivating emotions that have a direct relevance to financial advisors and their client relationships.
Financial Advisors Rock
Affluent investors have confidence in you. You should too.
So You Don’t Think You Need a Social Media Presence?
Although word-of-mouth influence remains the key impact factor in decision making, the trend to search online is growing.
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.
Industry Newsletters
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