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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? mark for My Articles similar articles
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.
March 31, 2015
Matt Oechsli
Upping the Referral Game How do elite financial advisors develop effective referral alliances? mark for My Articles similar articles
Registered Rep.
June 6, 2012
Matt Oechsli
Debunking the Brochure Myth Promotional material doesn't influence prospects. Advisors are their own brand. 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 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
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. mark for My Articles similar articles
Registered Rep.
January 22, 2013
Matt Oechsli
Creatures of Habit Here are some examples of how this habit loop worked for three elite advisors who were part of our coaching program. By sheer coincidence, each had set a personal goal of bringing in $25 million of new assets in 2012, and each advisor surpassed their goal. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 1, 2010
Bogan & Doss
The Marketing Plan You'll Need The struggle many advisors face is that active marketing can seem as daunting and complex as a piano concerto by Johann Sebastian Bach. mark for My Articles similar articles
Registered Rep.
June 1, 2011
Matt Oechsli
The Secrets of Successful Intimate Client Events Many advisors, need to take a step back in order to build client receptiveness toward their events. This isn't a one-and-done effort, but rather an ongoing process. 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
Registered Rep.
December 4, 2012
Megan Leonhardt
(No) Experience Necessary When it comes to being a financial advisor, the more experience -- the more years you have on you -- the better, right? Not quite. A new study shows that firms should be cautious when bringing aboard advisors heavy on experience. 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.
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. 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
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
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.
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. mark for My Articles similar articles
On Wall Street
January 1, 2009
Parisi & Leung
Friend or Foe? Getting the Most from Your Wholesaler A strong relationship between the advisor and wholesaler can expand business and create the best of client experiences. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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.
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
December 9, 2010
Diana Britton
Clients Aren't Pulling Trigger On Referrals, Survey Says While most clients say they are ready and willing to provide a referral for their financial advisors, many of them are not actually following through on it. mark for My Articles similar articles
On Wall Street
April 1, 2010
Matthew Leung
Mining Wholesalers For Great Ideas In this tough market environment, advisors are not only relying more heavily on their wholesalers, they're also looking for different kinds of support. mark for My Articles similar articles
Investment Advisor
April 1, 2011
Joni Youngwirth
To Ask or Not to Ask? Develop an Effective Referral Strategy in a World of Contradictory Advice It's not how, who, or when you ask -- it's if mark for My Articles similar articles
Financial Planning
September 1, 2008
John J Bowen Jr
Time to Say Goodbye Today's most successful advisors recognize a simple but powerful fact of business: It's better to work with a small number of great clients than to serve a huge base of clients who are only mediocre. 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
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. 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 Planning
August 1, 2007
John J. Bowen
The Best in the Business Financial advisors can learn much from studying the business practices of their most successful peers. 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.
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. mark for My Articles similar articles
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. 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.
April 21, 2011
Matt Oechsli
Developing Rainmaking Strategic Intent Typically advisors make one of two mistakes at social events: They can't help coming across like salespeople, or, they're so fearful of coming across as pushy that they have no rainmaker game plan for the event. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
May 1, 2011
Joni Youngwirth
Marketing 101: Answers to 10 Common Questions The long-term rewards of a good marketing campaign will more than pay for the challenges mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
February 1, 2006
Kevin Burke
Dinosaurs Roaming the Earth The days of a mutual fund wholesaler coming in, talking about performance and making light banter are mostly over. In fact, some asset managers are rethinking how the wholesaling process should look, from the ground up. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
June 1, 2008
Elizabeth O'Brien
Don't Keep Me a Secret! In his new book, Don't Keep Me a Secret!, Bill Cates, president of Referral Coach International, has a trademarked process for advisors to assist them in generating referrals. mark for My Articles similar articles
The Motley Fool
September 5, 2006
Dan Caplinger
How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence. mark for My Articles similar articles