Matt Oechsli,


The Oechsli Institute

Matt Oechsli, longest-standing columnist for and longest-tenured columnist for Registered Rep magazine, is a leading authority on attracting, servicing, and retaining affluent clients.  Mr. Oechsli delivers more than 200 presentations a year to groups from Sydney to Singapore to Wall Street, bringing his dynamic and practical message to financial professionals, support personnel, and sales management.  He is consistently quoted in the New York Times, the Wall Street Journal, and other prominent media outlets.  He earned a B.S., University of Arizona, and an MBA in marketing, Anna Maria College.