Matt Oechsli

Columnist: The Inner Game

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

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.
Who Is the Lead Parent?
An easy way to understand your clients’ time constraints.
Ten Steps for Transforming a Referral into an Introduction
The objective is to habitually seize the opportunity and facilitate a personal introduction. That said, you will also be educating your clients on the best way to advocate your services as a financial advisor in the future.
High-Impact Emotional Motivators that Drive Advisor Behavior
Taking a look at several motivating emotions that have a direct relevance to financial advisors and their client relationships.
Financial Advisors Rock
Affluent investors have confidence in you. You should too.
So You Don’t Think You Need a Social Media Presence?
Although word-of-mouth influence remains the key impact factor in decision making, the trend to search online is growing.
Does Your Financial Advisory Service Rock?
Make your service rock and you will continue to differentiate yourself.
Content Marketing in the Digital World
Overcoming affluent skepticism with useful, relevant information.
Ten Tactics for a Financial Advisor Attitude Adjustment
Make it a priority to control that of which is within your control, and make your top priority controlling your attitude.
The Self-Applied Pygmalion Effect for Advisors
When an “elite” manager pushes the right buttons, people can usually perform at significantly higher levels.
Your Brand is Digital
When was the last time you Googled yourself? If you haven’t lately, give it a go.
At What Asset Level Does a Person Need a Financial Advisor?
Where the next generation first receives their financial advice, is likely to be where they’ll get it in the future.
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