Matt Oechsli
The Rainmaker
- Fee Range: Notes on Fees
- $7,501-$10,000
- Traveling From:
- North Carolina
Topics
- Marketing
- Sales Strategies
Bio
Matt Oechsli is one of the leading authorities regarding marketing, selling, servicing, and developing loyalty with affluent clients. His firm has conducted numerous research projects on the affluent and has been able to determine (with statistical significance) how the affluent make major purchase decisions, the criteria they
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Matt Oechsli is one of the leading authorities regarding marketing, selling, servicing, and developing loyalty with affluent clients. His firm has conducted numerous 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 high impact affluent sales and marketing activities that work in today’s world.
Matt has authored eight books, and a number of industry best-sellers, including his most recent book, The Art of Selling to the Affluent, published by John Wiley & Sons, based on the Oechsli Institute’s most recent research on how the affluent make purchasing decisions. The book has received rave reviews and landed Matt as a guest on Bloomberg television and 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 and practical message to executives, managers, sales people, and teams.
With an MBA in Marketing from Anna Maria College, a BS from the University of Arizona, certification in clinical hypnotherapy, and working as a counselor of emotionally disturbed youths 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 with his wife and three children.
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Speaker Programs
- Becoming a Rainmaker
- The Art of Selling to the Affluent
- Building High Performance Wealth Management Teams
- Practice Management
Matt Oechsli