Financial Advisor Marketing Opportunities Abound
“I don’t think I’ve ever seen a better time for client acquisition,” Mike (one of our coaches) tells me. He then says, “I’ve got advisors bringing in more assets than at any time in their careers.” I heard from an advisor (Walter) recently that, “We’ve got $270 million of new assets year-to-date, but I want […]
Your Facebook Marketing Checkup
We often hear comments from advisors saying, “My clients aren’t on (insert social network).” Sometimes it’s LinkedIn, sometimes it’s Facebook, sometimes it’s Instagram. Sometimes they’re right, but oftentimes these advisors aren’t on the networks themselves, thus having limited information about who uses them and who doesn’t. We thought it might be helpful, as part of […]
How to Prepare for a Q4 Sprint
How would you like to make your 2019 fourth quarter the most productive of the year? If you’re interested, and I’m sure you are, a recent Freakonomics podcast might provide the spark you need. This episode highlights a project titled Behavior Change for the Good conducted by two researchers, Angela Duckworth and Katy Milkman, who […]
5 Habits of Successful Team Leaders
Much has been written about leadership principles – individuals, schools, executive consultants, even countries have been credited with disciples of one discipline or another. But is there a common thread found in such indispensable leaders? Is there a conceptual model to follow? Are there specific habits that can be duplicated? At The Oechsli Institute, we’ve […]
3 LinkedIn Sales Navigator Tips for Financial Advisors
Have you been on LinkedIn lately? It’s much more vibrant than it was a few years ago. People are logging in more frequently, posting better content, and engaging more meaningfully. If LinkedIn once felt stagnant compared to Facebook and Instagram, it’s a different animal now. When it comes to outbound prospecting, it’s hard to find […]
An Inconvenient Truth (Opportunity) for Financial Advisors
Wouldn’t it be nice to be immersed in a career that the American public ranked in the top quintile for ethics and integrity? The Gallup organization has been studying this for decades and the top 5 professions ranked “very high” to “high” have been consistent. As you can see below, for nearly the past two […]
Raise Your Video Game…With Your Phone
One of the biggest hurdles for many financial advisors getting into video content is the technology itself. People often ask us, “What kind of camera do I need to get? Do I need to hire a professional?” For many of you, the best place to start is with your phone. We know…YouTube is riddled with […]
Let’s All do the S.H.R.E.D and Control Our Destinies
Recently I received a text from a friend who’s recently retired. It was a photo of a man holding a home-made sign, the type you probably saw someone holding on your drive to work today at a busy street corner – asking for money. Except this sign was markedly different, as you can see below, […]
Understanding Our Top Fears
What do you think are the top fears of Americans today? It’s not public speaking, heights, spiders, snakes, or even terrorism. They’re not even close; today’s top fears are much more practical. I thought it might be interesting to veer off slightly from the prototypical financial articles (marketing, sales, practice management, teams, etc.) and take […]
Your Business is Begging You to Let Go
You might read the title and assume we’re suggesting that you be less involved in your business. Hardly the case. We want you to be more involved, but with the highest-impact activities possible. Too many advisors are stuck in day-to-day routines that are counterproductive. Our message is about letting go to gain control. Here are […]
