Matt Oechsli has 5 audiobooks on Listento.it, narrated by 5 narrators, with an average listener rating of 4.6★ across 9 ratings. The most-rated is The Art of Selling to the Affluent.
The Art of Selling to the Affluent
Summary
Attract and retain affluent customers and clients. Much has changed since the original The Art of Selling to the Affluent was published. The financial crisis has affected the affluent as well as the less affluent. This book brings you up to date with today's affluent and helps every salesperson understand what adjustments need to be made in order to successfully attract, service, and retain lifelong affluent customers and clients. Completely updated and revised, it is based on The Oechli Institute's latest 2013 comprehensive research. Explains how the financial crisis elevated the level of anxiety and how this has affected major purchase decisions Offers step-by-step guidance on how to navigate the process of overcoming social self-consciousness during the sales process Author Matt Oechsli is one of the leading authorities regarding marketing, selling, servicing, and developing loyalty with affluent clients, and one of the most sought after speakers in the financial services industry The Art of Selling to the Affluent, 2nd Edition offers a detailed landscape of today's affluent. Put yourself ahead of the competition by knowing how the Great Recession has affected purchasing behavior and where the opportunities are moving forward.
©2014 Matthew Oechsli (P)2014 Audible, Inc.
Best Practices of Elite Advisors
Summary
The quickest way for a financial advisor to become an elite advisor is to model the Best Practices of Elite Advisors. This book is designed to serve that purpose; a road map for replicating the actions of the industry's elite. In a way, this book will serve as your surrogate role model. Why is this necessary, you might ask? Because top producers of yesteryear are not necessarily role models for acquiring and developing loyal affluent clients today. This is a new world. In today's environment, relationship management and relationship marketing are inextricably linked. Elite advisors have discovered that by expanding relationships with their affluent clients, getting more personal with husband and wife, they are able to strengthen these relationships while simultaneously penetrating spheres-of-influence. It's a beautiful process. This type of personal approach is built upon solid business practices. Elite advisors have highly efficient practice management systems, a well-defined wealth management process, and a system for high level personal service. It's hard work, but very rewarding for everyone involved. From our 35 years of coaching and training, we know that elite advisor status is possible for every financial professional, regardless of background, personality type, or natural sales ability. With the right focus and dedication, big results are possible. Your journey begins today.
©2013 The Oechsli Institute (P)2013 The Oechsli Institute
The Indispensable LinkedIn Sales Guide for Financial Advisors
Summary
Would you like to acquire more affluent clients with the help of LinkedIn? If so, this book is for you. When used properly, LinkedIn is a tool that has enabled a small cadre of financial advisors, referred to throughout the book as Influencers, to make social selling a core part of your business development efforts. The Indispensable LinkedIn Sales Guide for Financial Advisors is a step-by-step guide that can transform a LinkedIn novice into a LinkedIn master, while at the same time help a LinkedIn master take their social selling skills to the next level. By combining research from three separate studies on affluent investors, elite financial advisors, and social media in the financial services industry (labeled as the Trifecta of Research), the authors create a financial advisor roadmap on how to use LinkedIn to help acquire more affluent clients. For instance, you will learn that the personal introduction is the number one marketing tactic to which today's affluent respond and learn how to orchestrate these types of introductions using LinkedIn. The authors refer to this as the Online to Offline Conversion or the O-2-O Conversion. They will teach you financial advisor-tested techniques on how to engage in advanced searches, join and form groups, properly engage with your connections, and brand yourself as a first class professional. Each chapter focuses on an area that is important to mastering LinkedIn social selling, and goes into granular how-to detail. For instance, the chapter on Advanced Searches covers everything from Finding Business Owners to understanding how to use Boolean Logic, to how to find Money in Motion, and much more.
©2015 The Oechsli Institute (P)2016 The Oechsli Institute
Becoming a Rainmaker: Creating a Downpour of Serious Money
Summary
Simply put, Rainmakers are those financial professionals who consistently bring in new affluent relationships. They are the highest compensated financial professionals, they are the most sought after financial professionals, and they are not for hire. Rainmakers are self-made. Becoming a Rainmaker shows how to develop the mind-set of a Rainmaker, execute the high-impact activities of a Rainmaker, and master the affluent sales skills of a Rainmaker. If you have not become a Rainmaker and want to, this book is an invitation directed personally to you. If you are already a Rainmaker, congratulations. This book is a chance for you to fine-tune your Rainmaking skills. Be prepared, and you, too, will bring in 10 or more new affluent relationships over the next 12 months.
©2006 Matt Oechsli (P)2006 Matt Oechsli
Re-Evaluating Your Life
Summary
Buried deep in our national psyche is something called The American Dream - the hope that each generation will do better than one before it. You know the longing. You have the dream. It's why you work so hard. But now that you're making money, attaining status and material success, like many people, you may be having second thoughts about what you really need for personal satisfaction. It's not about wanting more money. Not about seeking status and success. Rather, your questions involve narrowing your focus, determining what really defines success for you. In this close-up look at today's significant new realities, Matt Oechsli teaches you how to: Determine what beliefs and values are most central in your own life. Preserve your positive personality traits while breaking free from the clutches of the negative. Tip the scales of your life in favor of your strengths. Transform yourself into a high achiever Use role models to bring positive changes to your existence. Create and follow a master plan to gain control of your life. Employ mission statements, support groups, and even dreams to assist in your personal transformation. By shifting priorities and examining what is truly important, you create a more complete, more fulfilled life. Share in The New American Dream - personal satisfaction. It can be yours, and Matt Oechsli shows you how in this exciting new program.
©1993 Nightingale Conant for Matt Oechsli (P)1993 Nightingale Conant