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.
Founded in 1978, The Oechsli Institute is a research-based coaching organization specializing in affluent sales and marketing that combines the academic with practical application. For over three decades they have conducted ongoing studies on both the affluent, in their decision making patterns, and elite advisors in their marketing and sales tactics. Through these parallel studies, The Oechsli Institute has found itself in a unique position; being able to field test the empirical data uncovered, with hands-on application through their coaching of sales and marketing professionals.
Much of their work focuses on the financial industry where they have researched wealth management teams, financial advisors, managers, wholesalers, and support personnel. From this work, The Oechsli Institute has been able to create models and templates, of both elite wealth management teams and elite advisors that have become industry standards. All of their training, workshops and coaching is based on these elite models developed through their research. The goal is to help advisors and teams improve their sales and marketing efforts, modernize their service models – all while strengthening the loyalty of their affluent clients. Their training programs and financial advisor coaching have been embraced by the biggest players in the financial services industry and beyond.
Because of the practical nature of their research, The Oechsli Institute has conducted numerous proprietary studies for major organizations designed to help increase the sales of their distribution forces. In addition to the ongoing research and coaching services, led by Matt Oechsli, The Oechsli Institute has a team of professional speakers who have been delivering over 200 keynote speeches and workshops for years. The Oechsli Institute provides ongoing training and financial advisor coaching for many major firms throughout the world.