About The Oechsli Institute


The Oechsli Institute, founded in 1978, specializes in helping Financial Professionals to better attract, service and develop loyal affluent clients. Their training programs have been embraced by the biggest players in the financial services industry and beyond.

So much so, The Oechsli Institute does ongoing work for nearly every major financial services firm in the US. A partial client list includes:

  • Merrill Lynch
  • MSSB
  • Wachovia Securities
  • Waddell & Reed
  • UBS
  • Sotheby's
  • Raymond James
  • Linsco/Private Ledger
  • ING
  • Bank of America
  • Edward Jones
  • Coldwell Banker
  • Pioneer Investments
  • BlackRock
  • IMCA
  • Securities of America
  • Wells Fargo
  • ADT



Matt Oechsli and his associates remain in high demand for keynotes and workshops; spending most of the week traveling to national conferences, industry events, and other speaking engagements. Every program they conduct, every coaching session they hold, and every product they create is:



Research Based: The Oechsli Institute has conducted numerous research projects on the affluent, Rainmakers, and Wealth Management Teams. This research is the foundation of every program; speaking volumes about what the affluent want, and how the best advisors in the business give it to them.
Action Oriented: Each program conducted by The Oechsli Institute is driven by the principle, "activity drives the dream". Why? Too many sales professionals get side-lined by preparation. Oechsli Institute programs get you learning experientially!
Street Tested: The Oechsli Institute tests every facet of their approach to ensure their methods are working in today's environment. Every tactic we promote has been proven successful by many hard-working professionals.