Matt Oechsli's guest appearances

Matt Oechsli

Financial Advisor Success

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The Next Frontier

Carolyn McClanahan

Julie Littlechild

George Kinder

Mindy Diamond

Hilary Hendershott

Jeff Rose

Michael Kitces

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Lolly Daskal

Sheryl Garrett

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Matt Oechsli is the founder and CEO of Oechsli Institute, which does primary research into affluent investors and how they select advisors. A marketing and sales consultant for financial advisors, Matt joins the show to share how you can connect with more affluent clients simply by building better relationships with them. Listen in as we discuss the importance of paying attention to details—like the names of clients’ children and pets—during the relationship-building process, as well as what good client communication is all about. Matt shares what it takes to build trust, an effective practice for getting more referrals, and his advice for new advisors starting out in the business. For show notes and more visit: https://www.kitces.com/142 

Matt Oechsli is the founder and CEO of Oechsli Institute, which does primary research into affluent investors and how they select advisors. A marketing and sales consultant for financial advisors, Matt joins the show to share how you can connect with more affluent clients simply by building better relationships with them. Listen in as we discuss the importance of paying attention to details—like the names of clients’ children and pets—during the relationship-building process, as well as what good client communication is all about. Matt shares what it takes to build trust, an effective practice for getting more referrals, and his advice for new advisors starting out in the business. For show notes and more visit: <a href="https://www.kitces.com/142" rel="nofollow" target="_blank">https://www.kitces.com/142</a>

Ep 142: Creating A Structured Relationship-Building Calendar To Enhance Trust With Affluent Clients with Matt Oechsli

For anyone who works directly with investors, it’s clear that the expectations affluent investors have of their financial advisors are irrevocably changing. Our guest, Matt Oechsli, has been studying affluent investors and the advisors who serve them for over 20 years. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing –discuss insights from the research and what it will take for advisors to remain relevant to their clients in disruptive times. Matt Oechsli is the founder and CEO of The Oechsli Institute, where he educates and coaches financial services professionals on growing their businesses. In addition to his ongoing research, he is the author of 11 industry bestselling books, and is often referred to as “The Professor of Wall Street.” According to Matt Oechsli, there’s one group of financial advisors who are not being disrupted by the shifting technological landscape and changing expectations of affluent clients. He identifies these professionals as elite advisors. What are they doing differently? What do they know that other advisors can incorporate into their own businesses? In this episode, Matt shares insights from The Oechsli Institute’s latest research and the implications for financial advisors who want to remain relevant today and in the future. In this episode, we’ll explore:  What it takes to be an elite advisor The impact of emotionally connecting with clients What prompts the search for a new advisor How elite advisors are using technology to enhance relationships The five criteria for a high-quality office visit  Matt Oechsli is the founder and CEO of The Oechsli Institute, where he educates and coaches financial services professionals on growing their businesses. In addition to his ongoing research, he is the author of 11 industry bestselling books, and is often referred to as “The Professor of Wall Street.” Ways to contact Matt:  Web: www.oechsli.com LinkedIn: www.linkedin.com/in/mattoechsli/   Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0618-05514

For anyone who works directly with investors, it’s clear that the expectations affluent investors have of their financial advisors are irrevocably changing. Our guest, Matt Oechsli, has been studying affluent investors and the advisors who serve them for over 20 years. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing –discuss insights from the research and what it will take for advisors to remain relevant to their clients in disruptive times. Matt Oechsli is the founder and CEO of The Oechsli Institute, where he educates and coaches financial services professionals on growing their businesses. In addition to his ongoing research, he is the author of 11 industry bestselling books, and is often referred to as “The Professor of Wall Street.” According to Matt Oechsli, there’s one group of financial advisors who are not being disrupted by the shifting technological landscape and changing expectations of affluent clients. He identifies these professionals as elite advisors. What are they doing differently? What do they know that other advisors can incorporate into their own businesses? In this episode, Matt shares insights from The Oechsli Institute’s latest research and the implications for financial advisors who want to remain relevant today and in the future. In this episode, we’ll explore: <ul> <li>What it takes to be an elite advisor</li> <li>The impact of emotionally connecting with clients</li> <li>What prompts the search for a new advisor</li> <li>How elite advisors are using technology to enhance relationships</li> <li>The five criteria for a high-quality office visit</li> </ul> Matt Oechsli is the founder and CEO of The Oechsli Institute, where he educates and coaches financial services professionals on growing their businesses. In addition to his ongoing research, he is the author of 11 industry bestselling books, and is often referred to as “The Professor of Wall Street.” Ways to contact Matt: <ul> <li>Web: <a href="http://www.oechsli.com" rel="nofollow" target="_blank">www.oechsli.com</a></li> <li>LinkedIn: <a href="http://www.linkedin.com/in/mattoechsli/" rel="nofollow" target="_blank">www.linkedin.com/in/mattoechsli/</a> </li> </ul> Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. This channel is not monitored by First Clearing. For more information on our podcasts visit <a href="http://firstclearing.com" rel="nofollow" target="_blank">firstclearing.com</a>. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0618-05514

02: Matt Oechsli:  Changing Investor Expectations – Are You Ready? 