2012 Performance Coaching

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The Oechsli Institute proudly announces their 2012 Performance Coaching program. Our commitment is to provide the most up-to-date and comprehensive coaching in the industry. To this end, our coaching program is continually evolving and built on the foundation of the Oechsli Institute's ongoing research on; elite financial advisors, elite wealth management teams, and affluent investors. This newly updated program combines exciting and performance focused live events with the power of personal coaching sessions.

"Our sweet spot is helping advisors attract, service, and cultivate loyal affluent clients," says Matt Oechsli, President of The Oechsli Institute. "What makes Performance Coaching so effective is that it's custom tailored to each advisor's needs and goals. When you hire one of our coaches, it's almost as though you are hiring us as a member of your team."

This very comprehensive and personal (one-on-one) training includes a strong accountability mechanism, "high-achiever" mindset coaching, practice management guidance, and affluent sales skill development.The following is a partial list of what our 2012 updated Performance Coaching now includes:

- One-on-One bi-weekly Performance Coaching sessions
- On-Demand Access to Your Performance Coach
- Unlimited Rainmaker Event Access
- Affluent Behavioral Sales Assessments
- Review of all collateral materials
- Mastery of the 16 criteria important to today's affluent
- Mastery of all "high-impact" affluent marketing activities
- Objective and unbiased feedback
- Review of all roles and areas of responsibilities (adjustments when necessary)
- eLearning Series: Videos, Guides, and other research-based performance enhancement tools.
- Access to all Oechsli Research
- Recently Unveiled: Our custom built application - The Rainmaker Command Center

Our newly updated 2012 Performance Coaching program is available for advisors who are ready to make a commitment to grow.If you would like to learn more about the deliverables and coaching process visit our Performance Coaching website and get started with by completing our Business Profile.



Call 800.883.6582 for more information






  • One-on-One bi-weekly sessions
  • Unlimited Rainmaker Retreat
    Event Access
  • Personal Financial Organizer
  • Unrestricted Access To Our Rainmaker Command Center
  • Access to all Oechsli Research Reports
    •
 
  • On-Demand Access to Your Coach
  • Affluent Profiler Assessments
  • Exclusive eLearning Series: Videos, Guides, Audio Guides, and other performance enhancement tools.
  • Optional full day session at our offices in Greensboro, NC...or at your site (additional cost)




"I've collected $16.5 million so far this year and have another $46 million in the pipeline. I've got my Rainmaker Antenna up all the time - it's now become a game."
-Robert E.



"You've helped me identify the right activities and do them consistently.We've gone from no pipeline to a steadily growing pipeline.We've already added substantial assets and I have no doubt that this is just the beginning.
-David L.

For Individual Financial Advisors
  • Master the Rainmaker's high-impact marketing activities
  • Refine your Rainmaker skills
  • Activate the Rainmaker's Achievement Cycle
  • Practice Rainmaker verbiage
  • Understand the DO's and Don'ts of the affluent
  • Position yourself as a go-to financial coordinator
  • Learn the secrets to affluent client loyalty
  • Fine-tune every aspect of your financial practice
  • Gain improved clarity and expand your comfort zone
  • Discover new ideas, approaches, and directions
  • Work with an accountability mechanism that enables you
   For Wealth Management Teams
  • Develop a client loyality process that leads directly to introductions and referrals
  • Develop a working team business plan complete with metrics scorecard system
  • Develop a consistent financial advisory/wealth management process
  • Deliver Ritz-Carlton Service with FedEx Efficiency
  • Delegate roles and responsibilities more effectively
  • Define and enhance the team leader role
  • Develop a clear business development process
  • Fully monetize existing relationships
  • Create two levels of service: platinum and gold






"I clinched a relationship with a $3.5 MM prospect! I couldn't have done it without your help. We are meeting to sign the paperwork next Thursday at his home. Thanks again for your help and support.
-Jerrold C.





"We just signed the transfer paperwork for $6.5MM yesterday and in three months we have brought in $15MM since attending the Rainmaker Weekend and doing coaching. It's been great working with you!
-Bret C.



Call 800.883.6582 for more information


Upcoming Rainmaker Events


San Diego: October 6th & 7th

Florida: January 2012

Chicago: TBD Spring 2012

Determine if You're a Fit


STEP 1: Complete our pre-coaching business profile and readiness assessment (see below) - FREE




STEP 2: Coaching consultation with an Oechsli Institute coach - FREE

STEP 3: Our Performance Coaching Letter of Agreement


Download our Coaching Packet




Electronic Version


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