How to Build a 21st Century Financial Practice

by Matt Oechsli

Book Overview

This book provides you with a well-tested, step-by-step process that enables you to capitalize on today's financial goldmine of affluent investors. The 21st Century Financial Practice model frames the... This description may be from another edition of this product.

• Format: Paperback
• Language: English
• ISBN: 0965676501
• ISBN13: 9780965676502
• Release Date: January 1997
• Publisher: Total Achievement Publishing
• Length: 251 Pages
• Weight: 0.92 lbs.

Customer Reviews

Outstanding

A Bible...This book has given me the structure to grow my team from $3,000,000 in revenues to $10,000,000 over the next 5 years...If you are entreprenuerial and commited to thriving in the financial advisory business...This is a must read.

Jim Zitch Branch Manager with Prudential Securities

This is a must read for anyone in the financial services business. The arena is changing fast and you can use it as your guide to keep up and excell.

Defining Guide

This book will put you where the puck is going. Oechsli's varied and extensive experience in the business has culminated in this defining guide of where our business - - not is - - but is going.

How to Build a 21st Century Financial Practice

Matt Oechsli has hit a home run with his latest broker help book. I've been in this industry for 30years and I can tell you that Mr. Oechsli's paradigm for the 21st century advisor is intelligent and well researched. I see too many financial advisors giving lip service to change, when what they really are doing is rearranging the chairs on the Titanic. If you are serious about being an advisor in the 21st century - - - read this book.

Oechsli Cracks the Code

There are a few seminal works in the brokerage industry that should be required reading for all aspiring Financial Advisors. "For What it's Worth" by Eugene Kelly was standard issue in the 80's and Nick Murray's "The Excellent Investment Advisor" has been the visionary bible for a changing industry since the mid-90's. Now Matt Oechsli's lastest book, "How To Build a 21st Century Financial Practice" takes it's rightful place in this continuum of classics. We know where the industry is going. The old way isn't working. Yet we still don't change. Our business cards now say "Wealth Manager," yet we spend most of our time making stock recommendations to transactional clients. Our income is way off, our spouse has lost patience and we've developed a nervous twitch. Yet we still don't change. Oechsli provides the first workable gameplan for transitioning our business in line with the demands of a changing marketplace-without suffering a major step backward along the way. Matt's practical advice is to "keep your day job" while adding one piece of the new model at a time. And for those of us who have had difficulty visualizing exactly what we need to do to become a trusted financial advisor, Matt provides a blueprint with exquisite detail. This book has been caled the "missing link," providing the guidance we've needed to get there from here. And Oechsli's 20+ years as a coach, writer and consultant in our industry gives him one-of-a-kind credibility. So why are you still reading this review? Click "Add to Basket" now and make your business something special.