Matt Oechsli

Becoming a Rainmaker

A leading Authority on Attracting, Servicing, and Retaining Affluent Clients

Every program they conduct, every coaching session they hold, and every training tool they develop is:

Action Oriented: Every program, presentation and coaching session conducted Matt is driven by the principle, “activity drives the dream”. Why? Too many people get side-lined by preparation. The Oechsli Institute gets everyone learning through experience. Because everything is based on current research, The Oechsli Institute is able to identify the right sales and marketing actions, and make certain they are performed the right way. Much of their coaching involves mastering the art of selling to the affluent — skill development.

Research Based: This is what sets The Oechsli Institute apart from other research firms; their coaching and workshops enable them to apply their findings in the real world. Their research has become the foundation of every program; speaking about what the affluent want, and how the elite professionals are able to meet their expectations.

Street Tested: Because their research is ongoing and all their field work is action oriented, The Oechsli Institute is able to test every facet of their findings to ensure their methods are working in the current environment. Every tactic they promote has been proven successful by many hard-working professionals.

  • Becoming a Rainmaker
  • Best Practices of Elite Advisors
  • Elite Financial Teams

A partial client list includes:


  • MSSB
  • Wells Fargo Advisors
  • UBS
  • Sotheby’s
  • ADT
  • Nationwide Financial
  • Caldwell Banker Real Estate
  • Metlife
  • Raymond James
  • Linsco/Private Ledger
  • The Hartford
  • ING
  • Waddell & Reed
  • Coldwell Banker
  • Pioneer Investments
  • BlackRock
  • IMCA
  • Securities of America
  • National Mutual
  • Prudential
  • Northwestern Mutual
  • Mass Mutual
  • Jackson National
  • ScotiaMcLeod
  • Royal Bank of Canada
Travels From:  North Carolina
City: Greensboro
$5,001 to $10,000


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


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.

You will learn how to…


  • Create win-win partnerships with other professionals
  • Turn your affluent clients into “connectors” for your business
  • Socially prospect without coming across salesy
  • Learn 5 affluent-tested introduction scripts
  • Uncover connections (source names) in every conversation
  • Host intimate events that attract prospects and generate buzz
  • Create a positioning statement that positions you properly

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.

You will learn how to…

  • Create service models that generate affluent buzz
  • Socially prospect without coming across salesy
  • Deliver Ritz-Carlton service with FedEx efficiency
  • Generate ongoing affluent introduction mechanisms
  • Exceed affluent client expectations
  • Incorporate high impact Rainmaking into a daily routine
  • Create a simple positioning statement
  • “Wow” affluent clients through systematic “surprise & delight”


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?

You will learn how to..

  • Establish clear roles and responsibilities
  • Make affluent client acquisition a team effort
  • Inspire and direct team performance
  • Create service models that wow your affluent clients
  • Build relationships with both spouses in your affluent households
  • Penetrate affluent centers-of-influence
  • Deliver the breadth of services your affluent clients want
  • Craft a positioning statement that your whole team can deliver
  • Create a repeatable process for Surprise and Delight

Areas of expertise

  • Practice Management
  • Building Your Brand
  • Business Development & Marketing
  • High Net-Worth Client Acquistion
  • Client Service & Asset Retention
  • Leadership
  • Wholesaler Development
© 2024 Ro Morrison & Assoc.