Matt Oechsli, Founder and CEO of Oechsli Institute, delves into the art of building trust with affluent clients. He emphasizes the importance of personal details, like knowing clients' children's names, to strengthen relationships. Matt discusses the significance of structured relationship-building calendars over traditional client events, advocating for intimacy and personalization. He also shares strategies for new advisors, highlighting the need for genuine connections that enhance trust and drive referrals, transforming transactional interactions into lasting partnerships.
