- High Performance Teams
- How We Work with Financial Services Firms
- Becoming a Preferred Wholesaler
- Get face-to-face with the affluent prospects and earn their trust
- Manage relationships and generate on-going introductions and referrals
Matt Oechsli, MBA on marketing, selling, servicing and developing loyalty with affluent clients.
Matt speaks about the financial services industry, delivering over 200 speeches per year.
He 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 is his many 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, The Art of Selling to the Affluent, on client acquisition, Becoming a Rainmaker.
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.
He specializes in providing research-based performance improvement programs and tools.
Books by Matthew Oechsli, MBA