Matt Oechsli

Matt Oechsli is the founder of The Oechsli Institute and one of the most respected authorities on affluent marketing and client relationship management in the financial services industry. For more than two decades, he has dedicated his career to helping financial advisors attract, engage, and retain high-net-worth clients — the clients who can most dramatically impact a practice's growth and profitability.

Through rigorous research and real-world coaching, Oechsli has developed a proven system for breaking through the social barriers that keep many advisors from connecting with affluent prospects. His methodologies go beyond traditional sales techniques, focusing instead on building authentic relationships, earning trust, and positioning advisors as indispensable partners in their clients' financial lives. His work reveals how elite advisors think, communicate, and operate differently from their peers.

At Nightingale-Conant, Matt Oechsli delivers actionable strategies grounded in behavioral research and decades of field experience. Whether you are a seasoned financial professional looking to elevate your practice or an advisor just beginning to target the affluent market, his programs provide the roadmap to cultivating a clientele that delivers lasting success.