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 by Matt Oechsli
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.
Gallery: Best Practices of Elite Advisors 3
Very few advisors have developed a working understanding of how to mix business with pleasure. Here’s real-life illustration of the power of affluent relationship management.
Are You Ready for Prime Time? Mastering the #1 Basic Affluent Sales Skill  2
Social prospecting in affluent circles today is what cold-calling was 30 years ago. It’s everything. Much of your affluent social interaction will be with your significant other, which is why both of you must be on the same page
Gallery: Six Affluent Prospect Profiles You Must Know 4
There are many types of follow-ups that could occur, depending on your interaction with an affluent prospect and their profile. In social circles, prospects typically fall into one of six categories.
Turning Heads 
Nearly every advisor wants to get the attention of affluent investors—but not in a bad way. Here’s how to do it right.
Don’t Read This Article – You Might Not Qualify  9
Start your meetings with a dose of reverse psychology. Here’s how to subtly frame your meeting and clinch the relationship.
The #1 Most Important Affluent Sales Skill You’ll Ever Learn  1
The following are three simple tips that will help you master the #1 Most Important Affluent Sales Skill…
The Generational Divide
The next generation of investors is easily misunderstood. But if you want to hold onto their assets, you’d better get to know them.
Re-Visiting Your Habits
As we move into the dog-days of summer, are you afraid of falling into bad habits? Here is some advice on how to keep things moving forward during the hot season.
What is Your Team’s Dress Code? 1
There appears to be an increasingly large segment of advisors, whose careers are still ahead of them who need coaching on the importance of image and the impact that it will have on their career.
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