Matt Oechsli is one of the leading authorities regarding attracting servicing, and retaining affluent clients. His firm has conducted numerous research projects on the affluent and has determined (with statistical significance) how the affluent make major purchase decisions, the criteria they use in selecting a “go-to” financial advisor, and more.

Matt has authored nine books, a number of industry best-sellers. The Art of Selling to the Affluent published by John Wiley & Sons, has been adopted by Sotheby’s as part of the core curriculum for their graduate training program. Matt’s works have landed him as a guest on Bloomberg television, ABC’s World News Now, as well as countless other interviews around the country.

For the past 25 years, Matt has served as the President of The Oechsli Institute. He has an MBA in Marketing from Anna Maria College in Paxton, MA and a BS from the University of Arizona.