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Speakers

Matt Oechsli

Becoming a Rainmaker

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

Travels From:  North Carolina
City: Greensboro

Biography

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 WealthManagement.com

Presentations

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.