Matt Oechsli

Matt
Oechsli
Columnist: The Inner Game

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

Articles
The Death of Financial Advisor Resolutions 
Why make New Year’s resolutions that will never be kept?
One Simple Phrase for Turning Affluent Relationships into Business  2
How do you transform your healthy affluent relationships into business relationships?
Where Have All the Role Models Gone?
When it comes to meeting client expectations, there is little difference between newer advisors and veterans. Is that why good role models are hard to find?
Who’s ‘BS’ing Whom? 
Don’t have time to socialize with your affluent clients? The reality is that you can’t afford NOT to socialize with affluent clients.
Be Like Charlie – 2014 the Year of Inversion 
The idea is to make 2014 a blowout year through the astute use of inversion as you make your New Year’s Resolutions.
Stop Marketing Yourself Like It’s 1990 3
Affluent investor research cites that cold calling, direct mail, and public seminars have minimal to no impact with today’s affluent. They don’t work. Whereas 83% of today’s affluent tell us that they met their current financial advisor by way of a personal introduction. Why do advisors continue to market themselves like it’s 1990?
2014: The Year of Professional Passion 
Passion and growth are inextricably linked. Here’s how you can make your passion for the business work for you in 2014
Socially Active with Strategic Intent 
The main ingredient for social prospecting success -- strategic intent. What is that? It’s simply approaching every social event with a game plan, an objective.
You Don’t Have All the Answers
Many advisors have been conditioned, trained if you will, to position themselves as having all the answers.
Gallery: 5 Steps for Improving Your Team’s Business Planning
Before making any radical moves in 2014, check out these 5 steps to improve the way your team builds a business plan.
5 Steps for Improving Your Team’s Business Planning
Before making any radical moves in 2014, check out these 5 steps to improve the way your team builds a business plan.
Gallery: Holiday Gift Ideas – on the Cheap 1
With a little time and creativity you can deliver thoughtful, humorous, and useful gifts to your clients – on the cheap (less than $15). Take a look at these suggestions.
Shutdown has Ended; Advisor Opportunities Remain 
The government shutdown has ended, but there is still plenty of unrest amongst the affluent. While most are not in “panic mode,” they are thirsty for information. For that reason, it’s important to be proactive in educating your clients on how they might be personally affected.
Mastering the Personal Introduction
The old way of getting referrals has no place in affluent circles.
Deck the Halls – In October 
With Thanksgiving around the corner, the time is NOW to create your team’s holiday game plan.
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