Matt Oechsli

Columnist: The Inner Game

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

Why Financial Advisors Should Have Millennials as Clients
The junior financial advisor of every team should be commissioned to connect with the next generation of affluent clients. This should be a core area of responsibility.
How LinkedIn Helped a Rookie Advisor Land a $35 Million Account 2
This rookie knew that forging a career as a financial advisor hinged upon his ability to acquire assets. Here’s how LinkedIn helped.
Financial Advisor/CPA Celebration Time
CPAs are not much different than today’s affluent prospects – it’s all about relationship management linked to relationship marketing.
The Affluent are Different: Financial Advisors - Are You Prepared?
The affluent have worked hard to reach their current lifestyle and as a result, regardless of how they view themselves, they are no longer your average American.
Upping the Referral Game 1
How do elite financial advisors develop effective referral alliances?
6 Financial Advisor Tips for a Productive Week
The idea is to ask yourself at the end of each week, "Has this week inched me closer to my vision?” After answering that question, plan your upcoming week accordingly.
How a Financial Advisor Brought in $30 Million Last Year
The plan revolved around two simple daytime activities that would be executed twice a week during work hours
The Marketing Budget of An Elite Financial Advisor
How should you spend your marketing budget? Look to elite advisors as a model.
Who Do You (Your Affluent Clients) Trust?
Trust is the fuel that activates the relationship management/relationship marketing nexus. Yes, financial advisors—it’s your time to shine
What Type of Relationship Do You Want with Clients & COIs?
Affluent clients rate their financial advisor higher in every key metric when the relationship is expanded to include a social element
The Elite Financial Advisor of 2015
The elite advisor of 2015 has loyal clients, a proactive strategy for engaging the next generation, and a knack for attracting $1 million accounts.
The Ultimate Robo Defense Plan
Remember, today’s 2015 affluent investor wants a primary ‘go-to’ financial advisor – that’s you!
Situational Storytelling for Financial Advisors
There are countless opportunities to use a brief story to connect with a prospect
The Year of Financial Advisor Transformation
If advisors want to capture a bigger piece of the pie, they’ll need to transform their business.
5 Holiday Tips for Financial Advisors Mixing Business with Pleasure
When you uncover a social event, whether it’s your client’s or one they plan to attend, your objective is simple; get invited
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