Best Practices of Elite Advisors
Matt Oechsli is a leading authority on attracting, servicing, and retaining affluent clients. He is a high-demand speaker; delivering speeches from Singapore to South Africa to Wall Street. He has authored 13 books, a number of which are industry best sellers, and is the longest tenured columnist for Registered Rep Magazine at 20 years and counting. Matt's research and industry expertise have him consistently quoted in the New York Times, Wall Street Journal, and other prominent media outlets. He is truly a voice of experience. --------------------------------Stephen Boswell is the Chief Operating Officer of The Oechsli Institute. In addition to overseeing The Oechsli Institute's ongoing research on the affluent consumer and financial advisors, Stephen delivers workshops throughout the US on affluent marketing and practice management.