Best Practices of Elite Advisors

When:  Jul 11, 2018 from 3:00 PM to 4:00 PM (ET)
Please join the Business Success Knowledge Circle in welcoming Matt Oechsli who will be presenting "Best Practices of Elite Advisors," on Wednesday, July 11th 2018 at 3 pm ET.

Matt Oechsli is a leading authority on attracting, servicing, and developing loyal affluent clients.  He is CEO of the Oechsli Institute, a research and coaching firm founded in 1978, which has now grown to over 20 veteran coaches.

Matt has authored 14 books, many industry best sellers, with his most recent The Art of Selling to the Affluent – 2nd Edition was translated into Mandarin.  He is in high demand as a keynote speaker, delivering presentations from Singapore to Sydney to Wall Street. 

Matt has a tremendous media presence (longest tenured columnist with Wealth at 30+ years) as he 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.

The presentation which give a comprehensive view on achieving elite status includes business development, practice management, affluent loyalty, wealth management, and more. Most financial professionals can achieve elite status - if they’re willing to model the best practices of today’s elite. 


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