Oechsli

06/18/2026

You don’t have to overhaul everything to get started but you have to change.
One post. One video. One thought shared out loud.

Getting visible isn’t about being loud. It’s about being present.

Start where you are.

06/16/2026

We’ve coached advisors at every stage: new, seasoned, solo, large and small teams. And the truth is, the challenges are shockingly similar.

Almost everyone gets in their own way.

Not because they don’t care, but because marketing feels vulnerable, unfamiliar, or easy to push aside when the calendar gets full.

These are the habits we help advisors rewrite so their digital presence can finally match their expertise.

Which one hits home?

06/12/2026

A piece of marketing advice we wish we had embraced sooner:
Stop worrying so much about looking polished and start focusing on being useful.

What's something you wish someone had told you sooner?

06/08/2026

A lot of advisors focus on saying the right thing in client conversations.

But clients can usually tell the difference between someone waiting for their turn to speak… and someone who is genuinely interested in understanding them.

The strongest conversations often come from curiosity.
Asking thoughtful questions.
Listening closely.
Paying attention to what matters beyond the portfolio.

Clients want to feel heard, not processed.

How would your clients describe the conversations they have with you?

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/