Matt Oechsli

Columnist: The Inner Game

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

Are You Ready to Team with a Junior Financial Advisor?
Older advisors are often skeptical that hiring a junior partner can help them run their practice. The truth is they are reluctant to lose control.
A High-Touch Practice—Literally
Academic research suggests touching your clients—hugs, pats, a touch on the arm—is an effective way to strengthen personal bonds.
Five Financial Advisor Marketing Activities You Must Master
Get active in executing these 5 financial advisor marketing activities and their mastery will be a major component of your success formula.
Financial Advisor’s “Alpha” Success Ingredient  1
How do you maintain such a high level of passion after so many years in the business?
The Blessed Client Event 
Monthly themes are a rainmaker’s paradise
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.
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