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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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2005
Grove & Prince
A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
April 1, 2007
Matt Oechsli
Trust Me The affluent are looking for an unbiased professional -- someone they trust -- to guide them through the complexities of today's financial world. They want the financial services equivalent of a family doctor. mark for My Articles similar articles
Registered Rep.
March 1, 2005
Matt Oechsli
A Recipe for Failure Somewhere, somehow, some high-net-worth advisors are making serious, but easily remedied, missteps. Are you one of them? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
November 1, 2006
John J. Bowen
Women of Wealth Financial advisors can use their knowledge of affluent women to create a unique value proposition, and put themselves in a tremendous position to serve a group that's been too long ignored -- and capture more business than ever before. mark for My Articles similar articles
Financial Planning
July 1, 2008
Stacy Schultz
Get Fees? Young, high-net-worth investors care about the amount they are paying in fees and are only willing to cough up high costs in management fees if they are getting above-average performance in return. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 1, 2009
Marc S. Freedman
Get Serious Advisors have the ability to serve the mass affluent well, and earn money too. This is a segment of our population that is ready to get serious right now. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
April 1, 2005
Matt Oechsli
Appearances Matter Wealthy clients weigh a lot of factors when choosing a financial advisor --- cost of services is one of them, but it is far from the most important. mark for My Articles similar articles
Financial Advisor
May 2005
Shaw-Grove & Prince
Taking the Pulse of Affluent Investors A recent survey reveals that millionaire investors have changed their thinking over the past four years and have lost faith in their financial advisors. mark for My Articles similar articles
Registered Rep.
June 1, 2005
Matt Oechsli
The 12 Steps to Success Interviews with successful high-net-worth advisors has helped us to create this process of a dozen steps that, when properly applied, serve as a blueprint for acquiring and keeping wealthy clients. mark for My Articles similar articles
Registered Rep.
March 1, 2012
Matt Oechsli
The Affluent Gender Shift A strong case can be made that it's becoming a woman's world. Today's affluent women are taking a much more active role in virtually every aspect of their family's finances. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2012
Bernie Clark
The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
November 1, 2006
Matt Oechsli
Warning or Opportunity? Here are new affluent client issues that can be both warning shots and opportunities for financial advisors: Increasing Internet Savvy... Dissatisfaction with Financial Plans... Increased Competition... etc. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
January 1, 2003
Grove & Prince
Staying Connected If financial advisors need yet another reminder about the importance of contacting clients, here it is: In our study of affluent investors conducted in late October, almost half of the respondents said they had changed primary advisors in the last year, often citing lack of contact. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2013
John J. Bowen, Jr.
How to Reach Million-Dollar Clients To move your practice onward and upward, you may need to reconfigure the way you do business. Here s how. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
July 31, 2012
Matt Oechsli
Don't Fear the Wealthy Prospect Don't be afraid to sell, but mind these pitfalls. mark for My Articles similar articles
Investment Advisor
March 2006
Kathleen M. McBride
Return of the Broker? Full-service brokers are regaining favor among affluent investors, according to recent study. However, it looks like they still have a way to go keep clients satisfied. mark for My Articles similar articles
Registered Rep.
January 1, 2006
Matt Oechsli
Developing Your Business Mode Here are five key, but simple, questions to help financial advisors create their perfect business model. mark for My Articles similar articles
Registered Rep.
April 30, 2015
Matt Oechsli
How LinkedIn Helped a Rookie Advisor Land a $35 Million Account The more you use LinkedIn, the better you'll understand it, and the more positive an impact it will have on your brand. mark for My Articles similar articles
Trusts & Estates
January 22, 2002
Face-to-face beats online for money advice to wealthy The affluent trust investment professionals, but still research their advice online. mark for My Articles similar articles
Registered Rep.
December 1, 2006
Matt Oechsli
How to Talk to Wealthy Folks The rich are different, as they say. And that applies to how they talk -- and how they want to be talked to. Less jargon is better... More direct and straightforward is better... More rehearsed and practiced is better... etc. mark for My Articles similar articles
Financial Planning
March 1, 2012
John J. Bowen, Jr.
Multiple Personality Syndrome The advisors who are most successful in finding, attracting and keeping affluent clients are those who get to know all different types and then build their service around specific subgroups. mark for My Articles similar articles
Financial Advisor
November 2009
Evan Simonoff
The Client Paradox For advisors, it's one thing to sense an opportunity. But when you are going through as much emotional stress as most have, it requires a great deal of intestinal fortitude to go out and try to capitalize on it. mark for My Articles similar articles
Financial Advisor
December 2003
Grove & Prince
The Financial Life Of Senior Executives Who do America's top executives favor as their primary financial advisor and how did they find that advisor? mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
December 4, 2014
Diana Britton
Investors Prefer Holistic Advice, CFP Board Says Contrary to the prevailing belief in this industry that it pays to focus on a niche market, investors actually prefer to work with an advisor who can discuss all areas of their life. mark for My Articles similar articles
Investment Advisor
May 2008
Whither Client Loyalty? Are you certain that your clients will follow you where'er you roam? According to new research by Spectrem Group, clients may not be as steadfast as Mary's little lamb. mark for My Articles similar articles