Sharing resources for financial advisors in times of volatility.

Our Message

Elite Advisors shine in times of crisis. Whether it’s reassuring existing clients and centers-of-influence or reaching out to prospective clients, they plan, prepare, and act boldly.

This is your time. Be the leader who helps clients navigate turbulent waters. And remember, it's ok to complement your client-focused actions with some outreach to non-clients. People in general, not just your clients, need guidance in tough times.

Free Resources

Taking a COVID-19 Leadership Role

Article: Taking a COVID-19 Leadership Role

Financial advisors are in a unique position with a book of clients, a pipeline of prospects, and COIs. First things first: it’s essential that you focus on what you can control. The stock market, availability of test kits, and government responses aren't on that list.

5 Tips for Managing a Remote Team

Article: 5 Tips for Managing a Remote Team

Thanks to the coronavirus pandemic, working remotely has become the new normal. As simple as it might sound, this is not a natural transition for many people. Help your team remain calm, focused, and engaged.

Social Media Posts (Download)

You have two options… 1) be silent 2) be a leader online. We suggest the latter. Leverage the posts we use in our social media outsourcing program to get your message out. Feel free to personalize them by adding your logo.

Video Scripts: Volatility and COVID-19

Social distancing doesn’t have to mean silence. Get your message out on video leverage two free scripts from our Oechsli Mobile program. These scripts will need to be updated as more facts and figures are released.

Podcast: Prospecting During Volatility

In the newest episode of The Stephen and Kevin show, we discuss how to prospect in volatile times. We review how to reach out to past prospects, new prospects, and clients. Enjoy!

Audio: Stress Reduction Self-Hypnosis

Fun Fact:  Matt Oechsli is well-schooled in the art of hypnosis.  In times of crisis, our mindset is more important than ever.  This recording is meant to help you de-stress your life.  Take a few minutes to listen, then repeat as often as necessary.

Premium Resources

Oechsli Learning Center

Check out our new course on Prospecting in Times of Crisis. Whether it’s creating crisis-time advocates, building a COI outreach plan, approaching social contacts, or leveraging social media, now is the time to take action. In addition, the Learning Center has 37 other video courses, scripts, templates and worksheets to help advisors thrive.

Oechsli Mobile

Our turn-key video outsourcing program makes creating videos a snap. Right now, video represents a tremendous opportunity to stay in front of clients and prospects. Are you embracing it? Our program offers everything you need, scripts included, to get started with video content.

Social Media Outsourcing

While most physical places of business are closed, social networks are booming. There is a major opportunity for advisors who know how to leverage social media to both build loyalty and new opportunities. Let us run manage your digital presence.