What gets Neal out of bed in the morning? The opportunity to help people solve problems. Specifically, he loves helping financial advisors take their practice and their life to the next level.
For over 25 years, Neal grew a successful financial planning practice through putting clients’ needs first, implementing client introduction strategies, developing strong Center of Influence relationships and crafting water-tight client service processes that delivered world-class results. He was also an early adaptor to social media marketing by creating a well-followed blog and Youtube channel. In addition, he wrote 2 financial planning books and has hundreds of articles published on Forbes, Huffington Post, the New York Times, L.A. Times, Investors Business Daily, Yahoo! Finance and more.
Now, he primarily focuses on helping advisors gain new clients to help them grow their AUM and revenue while creating the life they want. At the same time, he knows that operations and other practice management areas are all very important. Neal helps his coaching clients find unique solutions in these areas that boost client retention, client introductions and the bottom line.
As he did with his clients during his career, first he helps advisors clarify their goals in their own words. Then Neal and his coaching clients apply the research-proven Oechsli processes in a way that is uniquely tailored to that advisor given their particular strengths, challenges and resources to achieve their goals.
Neal is always supportive and encouraging – but he’s not afraid to be direct when he thinks the advisor can do better. During the decades he spent managing his own practice (7 years of which were done remotely when Neal moved overseas) he believes in detailed and practical communication rather than talking in generalities.
Neal will review your activity and suggest specific steps to help you get the results you want faster and more efficiently. He will keep you effective, efficient, organized and accountable to keep you moving forward.
When Neal isn’t helping advisors make more money and have more fun, he enjoys playing with his first grandson and traveling with his wife. He also loves playing drums with various local blues and rock bands in Israel.