The Sweeney Agency

About Matt Oechsli: Speaker on Sales, Marketing and Performance in Financial Services:

Matt Oechsli is a keynote speaker; best-selling author, trainer, and personal coach who has helped financial professionals in the realm of client loyalty, sales, marketing, personal and business performance for over 25 years. Matt is one of the most sought after speakers in the financial services industry delivering over 200 speeches per year. His work has received rave reviews and landed him as a guest on Bloomberg television, ABC's World News Now, as well as countless other interviews and reviews around the country.

When you attend a Matt Oechsli program, you can be confident that the ideas and methods he brings to you are research based - action oriented - and street tested.

Matt is one of the most sought after speakers, delivering over 200 speeches a year, and coaches in the financial industry. The Oechsli Institute conducts ongoing research on the affluent, financial advisors, teams, and wholesalers and is considered an industry leader in performance coaching.

Matt has authored eleven books, with his most recent book, Elite Financial Teams, based on a four year research project. Matt and his research have been featured in the Wall Street Journal, New York Times, Forbes, 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 working as a counselor of emotionally disturbed youth in New York City - Matt's background is unique, to say the least.

For the past 25 years, Matt has served as the President of the Oechsli Institute in Greensboro, North Carolina, a firm specializing in providing research-based performance improvement programs and tools.

What Matt Oechsli Talks About:

New World Advisor
This financial crisis has forever changed the advisor / client relationship. Discover the 16 factors today's affluent consider extremely important and the marketing approaches used by elite advisors to sell their services in today's volatile environment. The Oechsli Institute has developed a clear profile of the New World Advisor, today's industry elite.

Becoming a Rainmaker
Learn the mindset, activities, and skills of real Rainmakers based on 10 years of comprehensive research. The Oechsli Institute's studies on Attracting Affluent Clients and Rainmaker Best Practices uncovered how elite advisors remain far ahead of the competition. Only 1.9% of Financial Advisors are bringing in 10 or more affluent relationships every year. Learn how to replicate the best practices of today's industry elite.

The Art of Selling to the Affluent
Based on ongoing affluent investor research, this program shows you how the affluent make major purchase decisions, how they select service professionals, and what factors into their loyalty. Find out why affluent dissatisfaction, cynicism, and distrust towards the salespeople create a tremendous opportunity for those who are willing to work for it. The message is clear; to sell to the affluent, you must become a student of the affluent.

Elite Financial Teams
This program is based on The Oechsli Institute's comprehensive research from 2003 to 2010 that explored the mindset and practices of approximately 1,350 financial teams. From those studies, we have been able to determine that teams achieve elite status by working their way through predictable stages of development. This program teaches participants how to excel through these stages by focusing on our 15 Performance Factors.

21st Century Practice Management
Building a practice to successfully attract and retain affluent clients requires nothing less than Ritz-Carlton level service and FedEx efficiency. Creating a long-range business plan, segmenting clients, developing systems and procedures, 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 21st century practice. This program helps financial advisors to master these challenges, and much more.

FastTrack for Growth New Advisor Training
Learn from the best practices of today's elite advisors. Discover how new advisors are developing the habits of today's elite advisors and experiencing quantum growth. Based on comprehensive independent research, you will learn how the elite new advisors think, their day to day marketing routine, and the sales skills they're constantly improving. The Oechsli Institute is the foremost trainer of new advisors (LOS 0-5); we know what it takes to succeed in today's tough environment.

Becoming a Preferred Wholesaler
Our survey of over 1,000 Financial Advisors revealed serious gaps between what FAs want and what their preferred Wholesalers deliver. To get a leg up on competitors, Wholesalers must learn to add value through leveraging their resources. Our research identified 14 critical factors as being most important to FAs who consistently use mutual funds and annuities as part of their retail product mix. This program teaches wholesalers how to boost their business by becoming the preferred partner.

Coaching Mastery - for Managers, Coaches and Wholesalers
Affluent investors are looking for a solutions provider, and many financial professionals are struggling to transform their practice to meet those needs. Advisors who receive effective performance coaching are making that transition within 12 to 18 months. Managers who can learn the art of performance coaching are desperately needed and those who master it are proving to be indispensable.