Matt Oechsli

Based on ongoing affluent research, this program teaches how the affluent make major purchase decisions, how they select service professionals and what factors into their loyalty. Find out why affluent dissatisfaction, cynicism and distrust towards salespeople create tremendous opportunities for those who are willing to master the right sales skills. The Art of Selling to the Affluent provides sales professionals, veterans and rookies alike, an actionable marketing plan for attracting new affluent clients.  The message is clear; to be successful in marketing and selling to the affluent, your sales skills must be so well refined that they are virtually seamless.

By combining The Oechsli Institute’s research on the affluent with the power of social networks, we’ve created a powerful process for acquiring new affluent clients.   This is one of the only programs you’ll find that will show you how to leverage social networks like LinkedIn to actually bring in new business!  We will teach you how to create real-life LinkedIn introductions, how to profile clients and prospects, how to use advanced searches to locate ideal prospects, and much more.  Join us and forever change the way you market your business online.

Based on our research, less than 7% of financial advisors are considered “Elite.”  They market their businesses effectively, service clients at the highest levels, and run their business like a business.  Best Practices of Elite Advisors will teach you how to socially prospect without coming across salesy, how to wow clients through personalized service, how to penetrate your clients’ spheres of influence, and much more.  We train the best advisors in the business – join us and replicate their success.