Matt Oechsli

Becoming a Rainmaker

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

Travels From:  North Carolina
City: Greensboro


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


Areas of expertise

  • Practice Management
  • Building Your Brand
  • Business Development & Marketing
  • High Net-Worth Client Acquistion
  • Client Service & Asset Retention
  • Leadership
  • Wholesaler Development
© 2018 Ro Morrison & Assoc.