Wholesalers are a dime a dozen.
Preferred wholesalers are damn hard to find.
Do you know Matt Oechsli?
He is one of the leading authorities regarding marketing, selling, servicing and developing loyalty with affluent clients.
Matt is one of the most sought after speakers in the financial services industry, delivering over 200 speeches per year.
Plus, his firm conducts ongoing 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.
He also, as a byproduct of his work with advisors, knows what they want from wholesalers.
And that’s why we have him here for you.
Matt has authored nine books, one of which, The Art of Selling to the Affluent, has been adopted by Sotheby’s as part of the core curriculum for their graduate training program.
His latest book on client acquisition, Becoming a Rainmaker, is quickly becoming an industry best seller.