About Matt Oechsli
Matt Oechsli is one of the leading authorities regarding marketing, selling, servicing and developing loyalty with affluent clients. Matt is one of the most sought after speakers in the financial services industry, delivering over 200 speeches per year. His firm conducts ongoing research projects on the affluent and has been able to determine (with statistical significance) how the affluent make major purchase decisions, the criteria they use in selecting a "go-to" financial advisor, what they look for in a personal banking relationship, and more. Matt knows what is required to become a "rainmaker" within the world of the affluent.
Matt's value as a consultant and coach is his more than 25 years of experience. All of Matt's topics are research based, street tested, and action oriented - they include 'gems' that can be used today. Besides studying the affluent, his research has ranged from uncovering the 15 criteria that separate high performance Wealth Management teams from the rest, to discovering the criteria that differentiate preferred wholesalers from the rest, to identifying the high impact affluent sales and marketing activities that work in today's world.
Matt has authored nine books, a number of industry best sellers. One of his recent books, The Art of Selling to the Affluent, published by John Wiley & Sons, has been adopted by Sotheby's as part of the core curriculum for their graduate training program. His latest book on client acquisition, Becoming a Rainmaker, is quickly becoming an industry best seller. Matt's works have received rave reviews and have landed him as a guest on Bloomberg television, ABC's World News Now, as well as countless other interviews and reviews around the country.
Matt has presented to groups from Sydney to Wall Street - bringing his dynamic message to executives, managers, sales people and teams.
With an MBA in Marketing from Anna Maria College in Paxton, MA, a BS from the University of Arizona, certification in clinical hypnotherapy, and working as a counselor of emotionally disturbed youth in New York City - Matt's background is unique, to say the least.
For the past 25 years, Matt has served as the President of the Oechsli Institute in Greensboro, North Carolina, a firm specializing in providing research-based performance improvement programs and tools. Matt lives in Greensboro, North Carolina with his wife and three children.
