Customer Reviews

Mastering High Net Worth Selling: The Critical Path

5 star:		(4)
4 star:		(1)
3 star:		(0)
2 star:		(0)
1 star:		(1)

 

 

If your marketing to the wealthy and you need a place to start and understand the difference this is a good begining.

Matt Oechsli's new book, "Mastering High Net Worth Selling" is so on target with what is needed to be successful in today's market place. I found it most useful in giving you very practical self evaluation skills with the appropriate applications and solutions to fix your weaknesses (or complete ommission of crucial steps). The book differs from so many books that are long on generalities, but short on substance.
This book is easy to read and easy to apply in to your practice.
Highly recommend.

Each chapter is designed to help the experienced advisor think about his or her business, evaluate what to improve and then focus on doing it. Matt is combination professional coach, psychologist, researcher, teacher and motivationist. Matt's understanding of the high net worth market and marketing process makes this a must-read, as well a guidebook for continued reference.

This book truly provides the financial advisor with a roadmap for building their practice and retaining clients of worth...

I was looking for far more refreshing ideas. The book is really basic.

Matt does a great job at providing a step by step plan for attracting high net worth clients. If you are looking to build a successful financial advisory practice this is a must read!!!!!