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
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.
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 1
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
Industry Newsletters
Investment Category Sponsor Links
Planning Investment Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×