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Registered Rep.
July 1, 2006
Matt Oechsli |
The Mindset of a Rainmaker A rainmaker in the financial advisory profession has the mindset of a fearless achiever who is determined to win. Here is a quick assessment you can use to determine how close you are to adapting a rainmaker's mindset.   |
Sports Illustrated
August 22, 2000
John Garrity |
Teeing Off: Tiger and the Bear, Oh My! In a dream pairing at the PGA, Jack Nicklaus bowed to the new king of golf |
Sports Central
June 5, 2004
Ryan Ballengee |
The Golden Bear's Tough Goodbye Sooner than later, it will be time for the Jack Nicklaus Farewell Tour. And quite frankly, that decision would put a final period on a career that was masterfully arranged by a composer who made his own brand of music. |
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 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 1, 2006
Matt Oechsli |
Your Opportunity Antenna Financial advisors should think in terms of having two automatic antennas in your brain: fear and value. This means one antenna is sabotaging your goals while the other is helping you. The good news is that you can develop habits to activate the right one. |
Registered Rep.
July 10, 2014
Matt Oechsli |
What's Your "Project $200 Million"? Many financial advisors don't know how good they can be, especially when it comes to client acquisition. |
Financial Planning
June 1, 2010
John J. Bowen, Jr. |
The Perfect Profile Looking for the ideal client? Write a detailed description of the top clients you have now, by answering eight simple questions. |
Registered Rep.
October 5, 2011
Matt Oechsli |
Practice Management Reality Advisor realities regarding practice management can be segmented into four interconnected components, each systematized into a process; wealth management, client loyalty, business development, and operational efficiency. |
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.
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. |
Financial Planning
January 1, 2013
John J. Bowen, Jr. |
How to Increase Client Satisfaction It s not about your skills, it turns out - other factors are more important in maintaining happiness and loyalty. |
Sports Central
June 13, 2009
Ryan Ballengee |
Show Me the Money: Tiger vs. Jack Fellow golf blogger One-Eyed Golfer must have known that I was going to take him up on his challenge to compare the lifetime earnings of Tiger Woods and Jack Nicklaus. |
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.
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.
June 1, 2006
Matt Oechsli |
Strategic Intent To better understand the difference strategic intent makes, here are contrasting examples of two financial advisors who participated in similar high-impact rainmaking activities. |
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. |
Financial Advisor
July 2009
Bill Bachrach |
The Ideal Client Community It's one that generates enough money to make your business work and has clients you enjoy. |
Sports Illustrated
June 20, 2000
Michael Bamberger |
Teeing Off: Leaving a Lasting Impression The exits of John Daly and Jack Nicklaus could not have been more different |
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.
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.
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. |
Registered Rep.
July 31, 2012
Matt Oechsli |
Don't Fear the Wealthy Prospect Don't be afraid to sell, but mind these pitfalls. |
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. |
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. |
| AskMen.com |
Jack Nicklaus: Style Icon With an impressive career that spans five decades, there's no doubt that Jack Nicklaus is a golf and style icon. |
Sports Illustrated
April 4, 2000
Walter Bingham |
Don't Bet on It A word to the wise for those who think Tiger is a lock to win the Masters |
Registered Rep.
August 29, 2012
Matt Oechsli |
Advising the Next Affluent Generation Reaching out to the children of clients pays off in big ways. |
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. |
AskMen.com
Kyle Darbyson |
Top 10 Tough International Golf Holes From South America to Japan, international golf courses house countless unforgettable holes. |
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. |
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. |
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.
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. |
Financial Planning
October 1, 2009
John J. Bowen Jr. |
Success on Purpose The right practice framework is essential to reaching success in the financial advisory industry, and the most important aspects of this framework fit into seven categories. |
Financial Advisor
April 2007
Grove & Prince |
Tune In To America's Core Wealthy Small business owners represent that greatest potential for growth and wealth in America. Historically, they have been a lucrative and complex client for financial advisors and will remain so. |
Investment Advisor
April 2009
Lewis Schiff |
Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times. |
Registered Rep.
September 10, 2003
David A. Gaffen |
Existing Clients Want More Advice The good news for reps is that the world doesn't hate you. The bad news is that acquiring clients -- particularly affluent ones -- is getting a lot more tough. |
Registered Rep.
November 26, 2015
Matt Oechsli |
Who Is the Lead Parent? Busy parents don't have the time or inclination to oversee the increasing complexity of their family's financial affairs. That's where an advisor can step in. |
Registered Rep.
August 1, 2006
Matt Oechsli |
Clone Your Clients Hang it up -- the phone that is. The way to get affluent financial advisory clients is through networking, referrals and introductions, not cold calling or direct mail. |
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. |
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. |
Sports Illustrated
July 17, 2000
Gary Van Sickle |
Nicklaus expects more from himself It was 1949, Jack Nicklaus thinks, when he first attended a major league baseball game. It left an indelible imprint.... |
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. |
Financial Planning
September 1, 2010
John J. Bowen, Jr. |
Leadership Lessons Advisors work with people all the time and have to demonstrate leadership qualities to a network of experts, centers of influence and strategic partners. |
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
June 1, 2013
Deena Katz |
How to Hire & Promote Rainmakers Not all advisors have the talent to be rainmakers, but most can learn to identify and encourage sales skills in others. |
Financial Advisor
April 2005
Grove & Prince |
The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management. |
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.
March 1, 2006
Matt Oechsli |
Positioning Power Here is a sales strategy for getting affluent investors to turn to you first for their financial needs. It involves taking eight steps -- three of which are of particular importance -- that will produce the best results. |
