Matt Oechsli

Matt
Oechsli
Columnist: The Inner Game

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

Articles
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? 1
Affluent investors are texting--but not with their financial advisor. Here's why you should text, and how to do it properly.
Why Financial Advisors Should Have Millennials as Clients
The junior financial advisor of every team should be commissioned to connect with the next generation of affluent clients. This should be a core area of responsibility.
How LinkedIn Helped a Rookie Advisor Land a $35 Million Account 2
This rookie knew that forging a career as a financial advisor hinged upon his ability to acquire assets. Here’s how LinkedIn helped.
Financial Advisor/CPA Celebration Time
CPAs are not much different than today’s affluent prospects – it’s all about relationship management linked to relationship marketing.
The Affluent are Different: Financial Advisors - Are You Prepared?
The affluent have worked hard to reach their current lifestyle and as a result, regardless of how they view themselves, they are no longer your average American.
Upping the Referral Game
How do elite financial advisors develop effective referral alliances?
6 Financial Advisor Tips for a Productive Week
The idea is to ask yourself at the end of each week, "Has this week inched me closer to my vision?” After answering that question, plan your upcoming week accordingly.
How a Financial Advisor Brought in $30 Million Last Year
The plan revolved around two simple daytime activities that would be executed twice a week during work hours
The Marketing Budget of An Elite Financial Advisor
How should you spend your marketing budget? Look to elite advisors as a model.
Who Do You (Your Affluent Clients) Trust?
Trust is the fuel that activates the relationship management/relationship marketing nexus. Yes, financial advisors—it’s your time to shine
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What Type of Relationship Do You Want with Clients & COIs?
Affluent clients rate their financial advisor higher in every key metric when the relationship is expanded to include a social element
The Elite Financial Advisor of 2015
The elite advisor of 2015 has loyal clients, a proactive strategy for engaging the next generation, and a knack for attracting $1 million accounts.
The Ultimate Robo Defense Plan
Remember, today’s 2015 affluent investor wants a primary ‘go-to’ financial advisor – that’s you!
Situational Storytelling for Financial Advisors
There are countless opportunities to use a brief story to connect with a prospect
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