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Registered Rep.
January 29, 2015
Matt Oechsli |
The Elite Financial Advisor of 2015 Most advisors would love to call themselves "elite," placing them in the small cadre of advisors that do the right activities the right way and are seeing phenomenal results. What exactly does this exclusive group look like?   |
Registered Rep.
February 26, 2015
Matt Oechsli |
The Marketing Budget of An Elite Financial Advisor For the general population of advisors, the question is how to mirror the relationship marketing activities of an elite financial advisor with only a fraction of the resources. |
Registered Rep.
May 21, 2015
Matt Oechsli |
The Affluent Marketing Challenge Every activity in this 30-day, 100-point challenge could be classified as "relationship marketing," which is precisely how 80 percent of today's affluent discovered their advisor. |
Registered Rep.
March 1, 2013
Matt Oechsli |
Are You an Elite Advisor? The Oechsli Institute recently conducted its annual advisor survey to discover just that. The research shows what today's affluent clients expect from a financial advisor and what advisors are doing to meet these expectations. |
Registered Rep.
December 18, 2014
Matt Oechsli |
The Year of Financial Advisor Transformation For advisors to capture more affluent business and demonstrate their value beyond performance, they'll have to transform their business. |
Fast Company
Leo Babauta |
Habits 101: Essential Things You Should Know About Your Everyday Behavior You can learn more about yourself through a few months of habit change than you have in the last decade, if you pay attention. And in that way, habit change is an extremely rewarding process, regardless of the outcome. |
Registered Rep.
October 14, 2013
Matt Oechsli |
Mastering the Personal Introduction An important point to remember is that by asking for an introduction, you are helping your client help you by identifying a specific person you'd like to meet. |
Registered Rep.
May 12, 2011
Matt Oechsli |
7 Key Attributes of Top Assistants The increasing importance that the advisor-assistant relationship plays in the loyalty of today's affluent client prompted the Oechsli Institute to conduct a study on advisors and assistants. Here are the findings. |
AskMen.com
Ross Bonander |
4 Steps: Start A Habit Whether it's regular exercise or implementing the perfect diet here are four steps to integrate it into your life until it becomes second nature. |
Registered Rep.
May 5, 2011
Matt Oechsli |
Build Trust, Win Affluent Clients, Become a Rainmaker Much is required of today's financial advisors in order to earn a recommendation. |
Financial Planning
December 1, 2011
John J. Bowen, Jr. |
Strategies for 2012 and Beyond In these volatile times, you have an excellent opportunity to build relationships with high-net-worth investors who are actively looking for advisor alternatives. With that firmly in mind, here are some key strategies and tactics that will make a big difference over the next year and beyond. |
Registered Rep.
August 31, 2011
Matt Oechsli |
Modeling Elite Advisors in Crisis This crisis is an opportunity for every advisor to strengthen client loyalty and acquire affluent clients - to model elite advisors. This elite methodology revolves around being strategically proactive. |
Registered Rep.
January 28, 2014
Matt Oechsli |
Where Have All the Role Models Gone? Why aren't financial advisors immersed in the power of role models? Why aren't they infatuated with the elite advisors and trying to model everything about them? I'm not sure I have an answer. |
Registered Rep.
July 1, 2005
Matt Oechsli |
The Power of Dreams There's a reason that "dreamer" is a derisive term in the business world: Many people are unwilling to pay the price for turning their dreams into reality. Here is a quick guide to turning dreams into a positive force in your practice. |
Registered Rep.
September 20, 2011
Boswell & Nichols |
Network Builders for New Advisors Social networks are big business for financial advisors. Your marketing efforts depend on the number and quality of connections you develop. |
Registered Rep.
May 18, 2011
Matt Oechsli |
How to Avoid 5 Common Practice Management Mistakes If you can avoid a handful of common mistakes, you can save an enormous amount of time; this time savings will allow you to spend more time on marketing and growth of your business. |
Financial Planning
May 1, 2008
Stacy Schultz |
Client Loyalty The most common reason affluent investors leave their financial advisors is because their advisor does not answer their calls, according to a new report. |
Registered Rep.
October 1, 2012
Matt Oechsli |
Don't Sell Yourself Short Many advisors are going about selling their value all wrong. The old elevator speech may need some rejiggering. |
Registered Rep.
February 1, 2005
Matt Oechsli |
What Color Are Your Glasses? Deciding to go forth with a positive attitude often must be a conscious decision, because every financial adviser encounters negative experiences. |
Registered Rep.
May 25, 2005
John Churchill |
Millions to Choose From Advisors gunning for millionaire clients now have more prospects to choose from -- and a blueprint for what they're looking for -- according to a new survey which says that 1.3 million new American households became millionaires in 2004. |
Registered Rep.
November 25, 2012
Matt Oechsli |
Time for An Annual Checkup? While the annual team review meeting can be painful (and even end in divorce in some instances), it's necessary to stay competitive and grow your business. |
AFP eWire
March 11, 2015
Amy Eisenstein |
Happiness, Habits, and Major Gift Fundraising: Strategies to Help You Survive and Thrive Happiness, Habits, and Major Gift Fundraising, one of my sessions at ICON in Baltimore, covers key strategies in great detail. |
Registered Rep.
March 22, 2013
Matt Oechsli |
What Women Want When Shopping for an Advisor Affluent women are now more involved in major purchase decisions than ever before. Here's what they're looking for in an advisor. |
Financial Planning
May 1, 2012
John J. Bowen, Jr. |
Borrow From the Best One of the best ways to learn what it takes to succeed in our business is to look at the best practices of elite financial advisors who are enjoying tremendous success in the marketplace. |
Registered Rep.
December 25, 2012
Matt Oechsli |
Getting Out of the Veteran Slump Many veteran advisors are stuck in the past. But here are some ways to get out of the slump and start building out a real twenty first century financial practice. |
Financial Advisor
March 2006
Grove & Prince |
The Secrets Of Million-Dollar Producers Here is how the role client loyalty plays in both the sustainability of the client/advisor relationship through difficult market conditions and poor performance and the client's willingness to provide more assets and referrals to the advisor. |
Financial Advisor
February 2006
Grove & Prince |
Who Wants to Be a Millionaire? The top 1,200 U.S. financial advisors, who regularly earn more than $1 million on an annual basis, rely on characteristics and techniques that can be adopted and refined by a great number of advisors. |
Registered Rep.
September 1, 2004
Matt Oechsli |
The Myth of Reluctance There are four important facts for advisors who struggle to get new client introductions from their current affluent clients. |
Financial Planning
October 1, 2012
John J. Bowen, Jr. |
Elite Advisors' Best Practices: What Makes for a Successful Planner How do the best financial planners become successful? Developing a vision and a plan for your business takes focus, collaboration and consistency. And it s how the best performers enhance their success. |
Financial Planning
August 1, 2007
Ray Sclafani |
Get Some Support An increasing number of B-Ds are recognizing the importance of coaching and training for advisors -- especially their top producers. |
Financial Planning
April 1, 2008
John J Bowen |
Referrals for the Asking The majority of advisors are ignoring one of the most effective, efficient and obvious sources for new referrals: their existing clients. |
Registered Rep.
September 8, 2014
Matt Oechsli |
You're Just Not That Interesting Even though you were asked a question about yourself, the less you talk about yourself, the more quickly you build rapport. |
Registered Rep.
July 23, 2003
Nigel Goodman |
Servicing Your HNWs A recent Fidelity Investments survey shows that affluent clients will still replace their advisors if they are not meeting portfolio goals. Predictably, the survey encourages advisors to become more attentive to the needs of their affluent clients. |
Registered Rep.
August 10, 2011
Boswell & Nichols |
Shaky Markets, Substantial Opportunities With memories of 2008 looming in the background, the Dow plunging in response to a AAA downgrade and media pundits fueling fear and uncertainty everywhere you turn, it's natural for investors and advisors to become a bit nervy. |
Registered Rep.
May 8, 2014
Matt Oechsli |
Working the Room As much as we tout financial advice as a relationship business, many advisors struggle with networking. Instead, they make it all about business. |
Registered Rep.
October 12, 2011
Boswell & Nichols |
You Seem Pretty New at This... There are a few areas that new advisors can control to help deemphasize their youth and inexperience. |
Registered Rep.
January 1, 2005
Shaw Grove & Alan Prince |
Does Branding Still Matter? Are today's high-net-worth clients attracted or, at best, ambivalent, to big name financial services firms? |
Registered Rep.
April 1, 2008
Matt Oechsli |
Making Success Personal Advisors must make an effort to study the qualities of high achievers, and use this study to develop personal habits of success. |
Registered Rep.
November 1, 2005
Grove & Prince |
Elusive Loyalty It's a serious conundrum for financial advisors: Their success hinges on their ability to cultivate loyalty in their most affluent clients, but many are having a tough time building that loyalty. But financial advisors can learn the skills that promote client loyalty. |
Financial Planning
July 1, 2011
John J. Bowen, Jr. |
Consultation, Not Just Advice Financial advisors offer advice, of course, but they'd be much better off if they thought of themselves as consultants. |
Registered Rep.
March 31, 2015
Matt Oechsli |
Upping the Referral Game How do elite financial advisors develop effective referral alliances? |
Registered Rep.
June 13, 2012
Matt Oechsli |
Prospect Facetime: Five Affluent Faux Pas To Avoid Don't be afraid to sell, but mind these pitfalls. |
Registered Rep.
August 24, 2011
Boswell & Nichols |
7 New Advisor "Musts" for Thriving in Crisis These seven tips are great for deepening relationships, initiating new relationships, and finding new business in a time when many of your competitors are missing the mark. |
Registered Rep.
October 30, 2014
Matt Oechsli |
How to Build a Peer-to-Peer Sales Force Imagine if everyone who knew you promoted your services. This would be a financial advisor's dream. |
Financial Planning
November 1, 2010
John J. Bowen, Jr. |
Wow Right Now Starting now, you need to delight your clients if you want to keep their business and maintain their loyalty going forward. |
Registered Rep.
June 18, 2014
Matt Oechsli |
Building a Multigenerational Wealth Management Team The most common exit strategy for a veteran advisor getting ready to retire is to sell his or her book according to the guidelines established either by their firm or industry valuations standards. |
Registered Rep.
June 9, 2011
Matt Oechsli |
The Opportunities of Guarded Optimism There is still work to be done amid this guarded optimism, but opportunity awaits those financial advisors who are able to shake free of any complacency and are willing to roll up their sleeves. |
Financial Advisor
April 2006
Grove & Prince |
More Secrets Of The Elite 1200 In this third part in a series examining the characteristics of financial advisors who earned a minimum of $1 million per year in each of the past three years, these advisors show how using a basic process helps to capture additional assets from clients. |
Registered Rep.
August 27, 2014
Matt Oechsli |
Seven Phrases Advisors Should Never Use Nobody likes to be sold to, especially today's affluent. Yet many people still try to sell their products and services to this lucrative consumer niche, including financial advisors. |
Registered Rep.
November 9, 2011
Boswell & Nichols |
Keys to Generating New Advisor Introductions Introductions are an extremely high impact activity when done correctly and they can be just as effective for someone who is brand new to the business as they are for a 30 year veteran. |
