Matt Oechsli

Matt
Oechsli
Columnist: The Inner Game

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

Articles
Five Tips for Enhancing Financial Advisor Productivity
The day-to-day world of a financial advisor is full of distractions. The following tips will help improve the efficiency of any advisor.
Building a Multigenerational Wealth Management Team
Elite advisors kill two birds with one stone: succession planning and next gen wealth transfer.
Are You Doing $1,500 Per Hour Activities?
How do you delegate your tasks and responsibilities as an advisor? Here's an exercise to determine what your time is worth.
Crafting Your Story 2
Since financial advisors need to be able to connect with clients, prospects, and COIs, every financial advisor should be able to conversationally tell a Cliff-Note version of his or her story.
Working the Room
Some advisors come on too strong in social situations. But it’s not just about networking. Instead, it should be about building friendships.
The Financial Advisor Introduction Strategy
Personal introductions are the most powerful marketing force on the planet. The idea is to approach your initial meeting prepared, relaxed and brimming with confidence.
3 Phrases Most Likely to Get Affluent Introductions
Ask these questions - in this manner - to get your affluent clients to introduce you to their wealthy friends.
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?
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