Showing results by author "Matt Oechsli" in All Categories

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 recession has affected purchasing behavior and where the opportunities are moving forward.

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.

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.

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.

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.