Since 1978, Matt Oechsli has served as President of The Oechsli Institute. Where he oversees a group of marketing experts, research specialists, and over 25 performance coaches.
Matt is a leading authority on attracting, servicing, and retaining affluent clients. He delivers over 200 presentations a year to groups from Sydney to Singapore to Wall Street – bringing his dynamic and practical message to financial professionals, support personnel, and sales management.
He has a tremendous media presence as he’s the longest tenured columnist for Registered Rep Magazine (20+ years) and is consistently quoted in the New York Times, Wall Street Journal, and other prominent media outlets.
With an MBA in Marketing from Anna Maria College in Paxton, MA, a BS from the University of Arizona, certification in clinical hypnotherapy, and worked as a counselor of emotionally disturbed youth in New York City, Matt’s background is unique, to say the least.
Matt Oechsli is also the longest standing columnist for WealthManagement.com
Want more affluent clients? Your course of action is clear – mirror the marketing activities and sales skills of today’s Rainmakers. Our research has uncovered specific Rainmaker marketing habits, exact scripting, and structure behind their repeatable marketing process.
Our objective is to use this information to help you create your own high-impact marketing system – all built on relationship-management. Why? Colder tactics simply don’t work. Affluent clients rely on word of mouth to find advisors, which links hand-to-glove to the relationship building efforts of today’s Rainmakers.
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The quickest way to become an Elite Advisor is to model the Best Practices of Elite Advisors – you want to learn from today’s best! Top producers of yesteryear are not necessarily role models for acquiring and developing loyal affluent clients today.
This is a new world. In today’s environment, relationship management and relationship marketing are inextricably linked. Elite Advisors have discovered that by expanding relationships with their affluent clients, delivering an extremely high level of personal service, and engaging both husband and wife, they are able to strengthen these relationships while simultaneously penetrating spheres-of-influence.
Based on our latest advisor research, our seven-part Elite Advisor model includes everything from business development to practice management to affluent loyalty and more. Join us and we will show you a roadmap for elite status.
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Elite Teams lead the field in client acquisition and client retention for a reason – they consistently engage in high-impact activities that most teams either will not or cannot do. Through ten years of research on Elite Teams, The Oechsli Institute has uncovered these specific high impact activities and we look forward to sharing them with you.
We know, for example, that Elite Teams have service models that stimulate affluent buzz, marketing plans built around relationship management, and systems and procedures that treat their businesses like businesses. Only 17% of teams are operating as Elite. Why not learn from today’s best?
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