Matt Oechsli is one of the leading authorities on marketing, selling, servicing and developing loyalty with affluent clients. His firm has conducted numerous 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.
Full bio available at: http://www.thesweeneyagency.com/profiles.php?showsite=453
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