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Keynote Speaker Matt Oechsli
Matt Oechsli
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$7,501 - $15,000

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Matt Oechsli

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Summary of Matt Oechsli

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. 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 30 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 eleven books, a number of industry best-sellers. One of his recent books, The Art of Selling to the Affluent published by John Wiley & Sons, has been adopted by Sotheby’s as part of the core curriculum for their graduate training program. His book, Becoming a Rainmaker, based on their research on affluent client acquisition, is quickly becoming an industry best-seller. Matt has presented to groups from Sydney to Wall Street - bringing his dynamic and practical message to executives, managers, sales people and teams.

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Matt Oechsli

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 30 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 eleven books, a number of industry best-sellers. One of his recent books, The Art of Selling to the Affluent published by John Wiley & Sons, has been adopted by Sotheby's as part of the core curriculum for their graduate training program. His book, Becoming a Rainmaker, based on their research on affluent client acquisition, is quickly becoming an industry best-seller. 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 and practical message to executives, managers, sales people and teams.

With an MBA in Marketing from Anna Maria College in Paxton, MA, a BS from the University of Arizona, certification in clinical hypnotherapy and working as a counselor of emotionally disturbed youth 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. Matt lives in Greensboro, North Carolina with his wife and three children.

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Winning in Tough Times

There are a select few financial professionals who are truly Winning in Tough Times. We've identified the traits of those who are bringing in more affluent clients than ever before. This program is loaded with best practices - all proven in today's environment. Join us and set yourself apart! Learn why the actions taken over the next 12 months will define your career for the next ten years.

Becoming a Rainmaker

Learn the mindset, activities, and skills of real Rainmakers - based on 7 years of comprehensive research. Our studies on Attracting Affluent Clients and Rainmaker Best Practices uncovered how elite advisors remain far ahead of the competition. Only 7% of Financial Advisors are bringing in 10 or more affluent relationships every year. This program teaches you why these elite few are so successful and how you can replicate that success.

The Art of Selling to the Affluent

Based on ongoing affluent investor research, this program shows you 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 the salespeople create a tremendous opportunity for those who are willing to work for it. The message is clear; to sell to the affluent, you must become a student of the affluent.

High Performance Teams

This program is based on The Oechsli Institute's comprehensive research from 2003 to 2007 that explored the mindset and practices of approximately 1,000 Wealth Management Teams. From those studies, we have been able to determine that Teams achieve high performance by working their way through predictable stages of development. This program teaches participants how to excel through these stages by focusing on our 15 Performance Factors.

21st Century Practice Management

Building a practice to successfully attract and retain affluent clients requires nothing less than Ritz-Carlton level service and FedEx efficiency. Creating a long-range business plan, segmenting clients, developing systems and procedures, prospecting for new clients, offering solutions for the full range of financial needs, earning the long-term loyalty of clients - this is the heart and soul of managing a 21st century practice. This program helps financial advisors to master these challenges, and much more.

Becoming a Preferred Wholesaler

Our survey of over 1,000 Financial Advisors revealed serious gaps between what FAs want and what their preferred Wholesalers deliver. To get a leg up on competitors, Wholesalers must learn to add value through leveraging their resources. Our research identified 14 critical factors as being most important to FAs who consistently use mutual funds and annuities as part of their retail product mix. This program teaches wholesalers how to boost their business by becoming the preferred partner.

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