From
0 visitor like this article | Viewed 3709 times | 0 comment
Summary: [Podcast] My guest on today’s podcast is Matt Oechsli. Matt is the founder and CEO of The Oechsli Institute, which does primary research into affluent investors and how they select advisors, and then provides financial advisor marketing and sales consulting and coaching on how to leverage those research insights to grow their firms by reaching more affluent clients.
From InvestmentNews
0 visitor like this article | Viewed 3419 times | 0 comment
Summary: Successful financial advisers are differentiating themselves with small, inexpensive touchpoints that strike a personal chord with their clients and taking other key steps to create a "five-star" experience for clients.
From wealtmanagement.com
0 visitor like this article | Viewed 3420 times | 0 comment
Summary: How would you like to make your 2019 fourth quarter the most productive of the year? If you’re interested, and I’m sure you are, a Freakonomics podcast might provide the spark you need.
From wealthmanagement.com
0 visitor like this article | Viewed 3423 times | 0 comment
From InvestmentNews
0 visitor like this article | Viewed 3360 times | 0 comment
Summary: Financial advisers and wealth planning firms are always looking for new technology to improve their businesses. When I started working in fintech 20 years ago, the technology available to independent financial advisers was limited.
