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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. August 18, 2011 Matt Oechsli |
Capitalizing on Crisis Four steps to get a handle on your practice and capitalize on this crisis.  |
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.  |
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.  |
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. 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.  |
Registered Rep. August 19, 2011 Kevin Nichols |
Five Tactics for Leveraging Social Media in Volatile Markets The following are five social media tactics forcommunicating your calm presence, bolstering your brand and simultaneously finding new prospects in tough times.  |
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.  |
Financial Planning January 1, 2009 John J Bowen Jr |
Interesting Times This interesting financial environment offers unparalleled opportunities for advisors to grow their businesses and come out of the current mess stronger than ever.  |
Registered Rep. October 19, 2011 Matt Oechsli |
Crafting Your Occupy Wall Street Message Occupy Wall Street is turning into a viral marketing campaign for elite advisors.  |
On Wall Street February 1, 2010 Matthew Leung |
Improving Asset Retention- Keeping Open Dialogue Is Key The top piece of advice from branch managers: Know where all of the client's assets are located.  |
Registered Rep. December 7, 2011 Boswell & Nichols |
Scheduling a Rainmaker's December Remember, December can be ideal for social prospecting. Stay busy, approach each interaction with strategic intent, an you'll go into January with a full head of steam.  |
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.  |
Financial Advisor June 2008 Grove & Prince |
Survival Of The Fittest Whatever plateau your advisory business may have reached, whatever ceiling you might have bumped up against -- now is the time to blast off or blast through.  |
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. 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. 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. 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.  |
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.  |
Investment Advisor January 2008 Susan L. Hirshman |
Referrals Revisited:Part II Matching financial advisory clients' perceptions of your value with the reality.  |
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.  |
Financial Advisor June 2005 Grove & Prince |
Preserving Client Relationships In Down Markets What should financial advisors do when the stock market tanks? Communicate early and often to keep clients happy.  |
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. October 29, 2015 Matt Oechsli |
Financial Advisors Rock This doesn't diminish a CPA's or estate attorney's expertise, but it does provide a clear signal that the affluent perceive today's financial advisor as the quarterback out of all of these financial experts.  |
Registered Rep. March 31, 2015 Matt Oechsli |
Upping the Referral Game How do elite financial advisors develop effective referral alliances?  |
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.  |
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. March 15, 2012 Matt Oechsli |
The Affluent Relationship Shift (2nd Macro Shift) How important do you think it is for support personnel to be involved in helping manage the business and social components of client relationships?  |
Registered Rep. June 23, 2010 Halah Touryalai |
Too Much Client Hand-Holding, Not Enough Prospecting The nervous-client-syndrome has yet to wear off. That's according to a new survey that says most advisors are still spending the majority of their time with existing clients rather then generating new business.  |
Financial Planning April 1, 2013 John J. Bowen, Jr. |
5 Success Tips From High-Performing Advisors A new study of high-earning advisors offers 5 clear success tips.  |
Registered Rep. April 25, 2013 Matt Oechsli |
Friend Me The Oechsli Institute's 2013 Affluent Investor Research paints a very clear picture: Today's affluent investor insists on having a business and personal relationship with their financial advisor.  |
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.  |
Financial Planning December 1, 2009 John J. Bowen Jr. |
Ten for 2010 Here are five steps that advisors can take right away, followed by five more that will help them position their practices for long-term success.  |
Investment Advisor August 2010 Melanie Waddell |
Broker/Dealer Marketing: Finding Their Voice Broker/Dealers are waking up to the new, post-downturn marketing environment. Here are a few of the best ideas.  |
Financial Planning August 1, 2008 Chris Radford |
Choices in Bad Times While a recessionary market is a trying time for any advisor, it's also a great opportunity to preserve your current clients and grow your business.  |
Registered Rep. February 9, 2012 Boswell & Nichols |
Fast Track: Less Verbiage -- Better Results Rainmakers win the confidence of affluent prospects by framing everything in direct and simple language.  |
Registered Rep. November 30, 2011 Matt Oechsli |
It's Time for Inventory: Annual Client Re-Engineering Every businessperson should conduct inventory at least once a year. For advisors, this inventory is the client.  |
Financial Advisor October 2007 Grove & Prince |
7 Steps To An Affluent Client Referral It's common knowledge that referrals are the best way to build an advisory business, especially if you want more wealthy clients. Here are the steps that lead to a successful client referral.  |
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.  |
Financial Planning March 1, 2013 John J. Bowen, Jr. |
For Advisors, a Client-Centered Shift More advisors are shifting toward a broader approach and away from investment management.  |
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.  |
Financial Planning July 1, 2007 John J. Bowen |
Deep Listening Research shows that financial advisors often don't understand the needs of their affluent clients. Here's how to clear up the misconceptions.  |
Registered Rep. September 14, 2011 Matt Oechsli |
Financial Advisors: 7 Steps for Replacing Distractions with Goals Here are seven suggestions on how financial advisors can shut out distractions.  |
Investment Advisor January 2006 Deborah Doyle McWhinney |
The Growth Resolution Opportunities to attract affluent investors and grow your business have never been better. Here's how growing advisory firms can ring in the New Year.  |
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.  |
On Wall Street April 1, 2013 Margarida Correia |
Referrals Aren't Enough to Lure Clients Contrary to what many advisors assume, referrals do not automatically create new wealthy 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.  |
Investment Advisor December 2007 Susan L. Hirshman |
Referrals Revisited Start today on a better method to get better referrals. Often for financial advisors, your best sources of future clients are right in front of you. You just have to unleash them from your book.  |
Financial Planning September 1, 2012 John J. Bowen, Jr. |
Planners: Reset Your Social Media Strategy to Attract Affluent Clients Improve your efforts to attract affluent clients through LinkedIn and Facebook (and not Twitter).  |
Registered Rep. July 24, 2013 Matt Oechsli |
The Generational Divide The next generation of investors is easily misunderstood. But if you want to hold onto their assets, you'd better get to know them.  |