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Matt  Oechsli
The Rainmaker

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.
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Fee Range: $7,501 - $10,000    Fee Range Explained
Traveling From: North Carolina
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TOPICS PROGRAMS
 Sales
 Marketing
  • Becoming a Rainmaker
  • The Art of Selling to the Affluent
  • Building High Performance Wealth Management Teams
  • Practice Management
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