Updated Monday, July 28, 2014 as of 10:28 AM ET
Practice - Practice Management
Advisors Sharpen Soft Skills
Thursday, May 29, 2014
Print
Email
Reprints

Matt Oechsli, a principal at the Oechsli Institute in Greensboro, N.C., who has been working on training advisors in “soft” skills for Cetera, recalls a role-playing exercise he ran with some financial advisors looking to learn those skills needed to be a successful financial planner. The advisors were told to imagine they were at a party attended by wealthy potential clients in their community. “I had them standing up, and they had to introduce themselves,” Oechsli recalls.

Get access to this article and thousands more...

All On Wall Street articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Lists
2014 Summer Reading List for Advisors

Current Issue

The June Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here