Matt Oechsli is a keynote speaker, trainer and personal coach, who has helped financial professionals take their performance to a higher level for over 20 years. His current emphasis on targeting high net worth investors emerged from a 1999 independent research project, which identified 14 critical areas where financial advisors were not meeting the performance expectations of their high net worth clients.

   Oechsli has since authored several popular books on that subject. Published in March 2002, his How to Build a 21st Century Financial Practice reached 10,000 in sales within the first 30 days. He is a columnist for Registered Rep.

   Whenever you attend a Matt Oechsli program, you can be confident that his ideas and methods are research based - action oriented and street tested.                                    

High Net Worth Selling

o         Learn the Critical Path Method of high net worth prospecting, a dramatically different approach for a dynamically different market.

o         Identify and find HNW prospects who are in transition

o         Get face to face with HNW prospects and earn their trust

o         Seamlessly sell long-term financial advisory relationships

o         Manage that relationship and generate on-going referrals

o         Use 6 Key HNW Sale Activities to bring in 15 new HNW clients every year

21^st Century Financial Practice Management

   Creating a long-range business plan, 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 21^st century practice.

o         Discover the power of a Business Plan and Metrics Scorecard System

o         Transform unproductive activity into a productive process

o         Attract, service and retain high net worth clients

o         Create Ritz-Carlton level service and FedEx efficiency

o         Become a multidimensional financial solutions provider

Programs are ideal for:

Financial Advisors or Planners who want to:

- Target High Net Worth investors
- Master serious money selling
- Be a Go-To Financial Quarterback

Wealth Management Teams who want to:

- Utilize everyone's abilities to the fullest

Mutual Fund or Annuity Wholesalers who want to:

- Bring true added value to the table
- Become a preferred wholesaler
- Build long-term FA & branch loyalty

   Keynotes always supported with PowerPoint slides and handouts and customized to your organization’s unique culture/audience needs.