Matt Oechsli

Five Everyday Leadership Traits of Elite Advisors

Leadership isn’t a term often used to describe financial advisors, but elite advisors have changed that train of thought. Elite advisors manifest leadership in many ways...

Gallery: Blazing the Social Media Trail

As many advisors try to navigate the maze that is social media, these early adopters can provide a model for the industry to follow.

Ahead of the Curve on Social Media

Some advisors got a head-start in figuring out this social media thing. Here’s how they did it.

From Online to Offline thru Social Media

We were told to network, to go out and rub shoulders with people who had money. This social media thing is the same creature, it’s just that you’re doing it online, but you’ve still got to get face-to-face if you want to get any business from it.

Five LinkedIn Tips on Taking Online Connections Offline

Early adopters have mastered this process. How? By a combination of online finesse that create opportunities for thoughtful offline (telephone) conversations, which lead to getting face-to-face. It requires you to engage your clients and centers-of-influence in open conversations about how they’re using social media.

Gallery: Four Steps Towards Mastering the Art of Mixing Business With Pleasure

If you want success with today’s affluent investor, you’d better learn how to mix business with pleasure. Here’s how you can get started...

Friend Me

If you want more affluent clients, you’d better learn how to mix business with pleasure. Here are some pointers.

VIDEO: Getting Social In Spring

Matt Oechsli, President of The Oechsli Institute, discusses the importance of financial advisors getting social with their affluent clients.

The Rites of Spring

Getting social with clients is a differentiator that elite advisors exploit. They get it. An advisor who’s a cyclist is likely to have a handful of affluent clients that cycle. An advisor who likes to golf is apt to have affluent clients who golf. And the beat goes on, advisors tend to attract clients who have similar interests.

The Secret to Romancing CPAs 1

Elite advisors have developed a core of solid CPA relationships by investing the time, energy, and expense. They have romanced each of these professionals into a healthy personal and business relationship.