For anyone who works directly with investors, it’s clear that the expectations affluent investors have of their financial advisors are irrevocably changing. Our guest, Matt Oechsli, has been studying affluent investors and the advisors who serve them for over 20 years. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing –discuss insights from the research and what it will take for advisors to remain relevant to their clients in disruptive times.
Matt Oechsli is the founder and CEO of The Oechsli Institute, where he educates and coaches financial services professionals on growing their businesses. In addition to his ongoing research, he is the author of 11 industry bestselling books, and is often referred to as “The Professor of Wall Street.”
According to Matt Oechsli, there’s one group of financial advisors who are not being disrupted by the shifting technological landscape and changing expectations of affluent clients. He identifies these professionals as elite advisors. What are they doing differently? What do they know that other advisors can incorporate into their own businesses? In this episode, Matt shares insights from The Oechsli Institute’s latest research and the implications for financial advisors who want to remain relevant today and in the future.
In this episode, we’ll explore:
Matt Oechsli is the founder and CEO of The Oechsli Institute, where he educates and coaches financial services professionals on growing their businesses. In addition to his ongoing research, he is the author of 11 industry bestselling books, and is often referred to as “The Professor of Wall Street.”
Ways to contact Matt:
Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0618-05514