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http://www.eaglestalent.com/Matt-Oechsli -Eagles Talent Presents Matt Oechsli. To book speaker Matt Oechsli visit his profile page.

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 - they include "gems" that can be used today. Besides studying the affluent, his research has ranged from uncovering the 15 criteria that separate high performance Wealth Management teams from the rest, to discovering the criteria that differentiate preferred wholesalers from the rest, to identifying high impact affluent sales and marketing activities that work in today's world.