Oechsli

05/25/2026

Most advisor newsletters are boring...insert market recap, add in some generic articles, and off they go. The harsh reality is most people with money don't read them. Don't get us wrong, newsletters can be a good thing, but if you're going to send one, make it next-level. Make it enjoyable.

Utilize our custom newsletters program in order to create a newsletter that is not the dry, financial type. We create newsletters that showcase you, your ideas, and your personality... the type that people look forward to opening.

Learn more about our program here: https://oechsli.com/financial-advisor-newsletters/

05/22/2026

We just launched KZ Private Wealth's brand-new website, designed to stand out, attract clients, and come up first in Google searches.

Take a look at one of our most recent website launches! https://oechsli.com/financial-advisor-websites/

05/20/2026

If you're looking to put more prospects in your pipeline today, here's something you can put into practice immediately.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

05/19/2026

You wouldn’t create a financial plan without first understanding your client’s goals, right? So why build a website without defining its purpose? Skipping that step isn’t just a missed opportunity – it’s marketing malpractice.

If you’re building, redesigning, or reevaluating your site, this article breaks down the four core purposes every advisor website should consider. Read the full article here. https://heyor.ca/bDIsD0

I was on a website kickoff call last week with a new website client. As soon as we wrapped up introductions, the financial advisor jumped in: “I want to make

05/05/2026

Your online presence is your first handshake. A poorly designed, outdated, or generic website doesn’t just fall short - it costs you business.

According to our study of investors with $1MM+ investable assets, 64% research you online after being referred. Bottom line - referrals don’t call or email right away. Referrals aside, 34% of affluent investors 45 and younger start their search for an advisor online.

https://oechsli.com/7-music-inspired-website-tips-for-advisors/

Your online presence is your first handshake. A poorly designed, outdated, or generic website doesn’t just fall short - it costs you business.

05/02/2026

First impressions start here.

When a client refers you, the first thing a prospect does is head straight to your website. That’s your one shot at a powerful first impression.

So ask yourself: does your website instantly convey trust, credibility, and success—or does it leave prospects underwhelmed?

We build sleek, high-impact websites designed to impress affluent investors and convert attention into action.

See what’s possible…https://oechsli.com/financial-advisor-websites/

05/01/2026

If someone refers you today, what happens next?

They Google you.
They check LinkedIn.
They look for signals.

And if they don’t find anything? They hesitate.

Social media plays a role in how your reputation holds up when people go looking.

04/30/2026

Worried about how you’ll come across on video or social? You’re not alone. Many advisors hesitate because they fear judgment.

But here’s the truth: your clients aren’t looking for flawless delivery. They’re looking for you, the person they already trust with their financial future.

Showing up consistently, even when it feels uncomfortable, builds familiarity and credibility. The more you do it, the easier it gets and the stronger the trust becomes.

04/28/2026

If you want pristine, highly-polished video, leverage Oechsli Studios. Week by week we travel throughout the US and Canada, capturing advisory teams and their stories. Give your website and social channels an elite look!

https://oechsli.com/studios/

04/24/2026

For affluent clients, your office environment becomes a proxy for how you operate. It reflects your personality, how you think, and how you manage details. These signals are subtle, but they carry weight.

https://oechsli.com/what-your-office-suggests-about-you-as-an-advisor/

For affluent clients, your office environment becomes a proxy for how you operate. It reflects your personality, how you think, and how you manage details.