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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.
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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.
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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.
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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.
