Block Method: A Structured Approach to On-Camera Delivery
Last year we edited over one thousand financial advisor videos. In the process, we noticed a great deal of variability in how they were filmed. Some advisors memorized a script, while others used a teleprompter. Some tried for one continuous take, while others paused after each segment. As you could imagine, some of these techniques […]
The Power of Random Acts of Kindness
A few days ago, seven of us were on a birthday cycling ride when we were “buzzed” – cycling lingo for a cyclist being passed fast and close by a car. After the close call, we decided to all stop and discuss. “People get crazy around the holidays,” Jerry blurted out. “You’re telling me,“ replied […]
Get Serious with Newsletters
From a marketing perspective, it’s hard to beat a good email newsletter. It’s impactful, inexpensive, and completely within your control. With social networks, you’re at the mercy of algorithms. With newsletters, you decide the recipients, the frequency, and the rules of engagement. As your email list grows, your impact grows. It’s our perspective that more […]
4 Steps to Achieve Emotional Connectivity
“I understand the importance of emotionally connecting with clients, and you make a solid point for why this is crucial in relationship-building, but my challenge is how to organize all of this within my team,” lamented Terry. “Do you have any simple suggestions?” Terry and I had been discussing client acquisition and the topic of […]
One Activity Every Advisor Should Track
If you want to improve almost any aspect of your life, you track it. Want to improve your physical health? Track your exercise. Want to improve your nutrition? Track your diet. Want to improve your mindset? Track your meditations. You get the idea. Intentional tracking leads to behavior change and results. Some of our most […]
The Power of Oxytocin
Do you eat lunch? If not, could you start? Do you drink tea or coffee? How about an occasional alcoholic beverage? The aforementioned are all high-impact activities identified in our affluent investor research that are directly responsible for onboarding new affluent clients. More on this to follow. Our recent weekly coffee group discussion began with […]
10 Ways to Elevate Your Google Business Profile
More and more affluent investors are starting their search for an advisor online. Our research shows that 43% of those under the age of 45 (with $500k investable) begin their search that way. Why? A simple Google search for “financial advisor near me” or “financial advisor (city name)” is easy and offers up some valuable […]
Is Your Team’s Digital Brand Kick-Ass?
“We are way behind in digital marketing. We could blame compliance, but it’s really our own inaction that’s the problem. Where should someone like us begin?” These remarks came from junior advisor Ben to Stephen Boswell (President of Oechsli) after a speech. Stephen recommended that he begin where his prospects begin…with a Google search. Prospects […]
The First Step to More Affluent Clients
When we think about top financial advisors, we naturally think of descriptors such as intelligence, interpersonal skills, sales skills, and more. However, we often neglect what is arguably the chief component – the advisor’s mindset. When I first started at Oechsli, we held our infamous Rainmaker Weekends. We began the workshops with the topic of […]
Real Deal Leadership
Are you part of a wealth management team, an ensemble, or a sole practitioner with one or more support personnel? Over 50% of advisors claim to be on a team in some capacity. That’s great news as far as I’m concerned. Affluent investors make smarter financial decisions when they have a qualified financial team on […]
