Matt Oechsli

Columnist: The Inner Game

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

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.
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.
Industry Newsletters
Investment Category Sponsor Links
Wealth Planning Category Sponsor Links
Practice Management Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×