Matt Oechsli

Columnist: The Inner Game

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

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.
Are You Ready to Showcase to CPAs?
Would you recommend a restaurant without having eaten there?
Comparing Affluent Conversation Rules of Today to 1875
If you want to differentiate yourself in affluent social circles, paying attention to these 10 Affluent Conversation Rules is an excellent place to start.
The Prospecting Payoffs of Doing Lunch
A non-business lunch with an affluent client can get you personal introductions.
The Top Recreational Activities of Today’s Affluent
Our 2016 Affluent Research identified the top recreational activities today’s affluent clients enjoy.
Choose Your Words
To resonate with the affluent, be concise, conversational and confident.
Three Steps for Connecting With CPAs of New Clients 1
By applying these three steps with new affluent clients, not only will you be servicing them more comprehensively, you’ll be turbo-charging your financial advisor marketing plan.
Why Less is the New More
Many financial advisors have developed the bad habit of talking too much In the world of affluent sales – listening, really listening is the secret.
Five Social Media Blunders to Avoid
The following social media blunders to avoid are directed at financial advisors who are currently, or soon to be, using social media as a business tool.
Seven Top Financial Advisor Social Blunders
Social prospecting in affluent circles has ranked as the no. 1 most effective prospecting method for acquiring $1 million or greater clients -- which is why it’s the preferred marketing activity of elite financial advisors.
The Future of Wealth Management 1
Forward-looking advisors ought to embrace technology, engage with the next generation and adopt comprehensive wealth management.
Seven Subtle Tactics to Get People to Do Business With You
There are a number of subtle tactics that can have a remarkable impact on a prospect deciding to hire you.
Are You a Michelin '3-Star' Financial Advisor?
Every financial advisor should be striving to be exceptional in the eyes of their affluent clients and COIs.
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