Defining Success: Balancing Life's Priorities

Matt Oechsli is the founder and CEO of Oechsli Institute, which does primary research into affluent investors and how they select advisors. A marketing and sales consultant for financial advisors, Matt joins the show to share how you can connect with more affluent clients simply by building better relationships with them.

Listen in as we discuss the importance of paying attention to details—like the names of clients’ children and pets—during the relationship-building process, as well as what good client communication is all about. Matt shares what it takes to build trust, an effective practice for getting more referrals, and his advice for new advisors starting out in the business.

For show notes and more visit: https://www.kitces.com/142