Rainmaker Weekend
PHOENIX

Oct. 15 & 16

8:30am - 4:30pm

Register

Elite Team Retreat
PHOENIX
Oct. 14
8:30am - 4:30pm
Register




New Follow-up
Options Announced:

Rainmaker Study Group







Elite Team Retreat

One Day Workshop Built From the Best Practices of Elite Teams



Date: April 22, 2010
Location: Philadelphia, PA
Hotel: Embassy Suites Philadelphia Airport


In today's challenging times, the true Pros are separated from the pretenders. Anyone can be a fair weather sailor, but the skills of a true captain are always showcased in the midst of a storm. This is where Elite Financial Teams can truly shine and further distance themselves from those loose confederations of advisors calling themselves a team.

*This event is held the day before our Rainmaker Weekend in Philadelphia.
Attend both events at a discount!


The Research:


In 2009, we conducted a comprehensive research study on financial teams. This was a continuation of six year project in which we researched over 1,350 teams. This research was exhausting, but it enabled us to create a true profile of an Elite Financial Team. We uncovered 5 key components that are consistent within elite financial teams.

This Elite Financial Team Workshop is built around these 5 components. We've taken these binders full of data and worked it into an actionable program that any team can use to propel themselves to the next level.

Here are some facts from our latest study:


The rainmaking process has already resulted in $5.6 Million in new assets in two months and $251 Million in our pipeline. Any team looking to take their practice to the next level needs to look no farther than The Oechsli Institute."
-Lynn, J., Portland

Event Agenda & WMT Report


5-Part Team Model:


Elements of our Team Leader Retreat were designed from our 5-Part Team Model. Each element is a critical component for all elite financial teams.

Business Development Process:
- Business Planning

- Monetizing Existing Clients

- Attracting New Affluent Clients

Client Loyalty Process:

- Affluent Client Retention

- Commitment to Excellence

Wealth Management Process:

- Meeting Client Expectations

- Expanding Wealth Management Services


Practice Management Process

- Roles and Responsibilities

- Establishing Performance Expectations

- Following written procedures

- Leading Team Meetings

- Formal Performance Review

Team Leadership

- Leading Performance

- Solving Problems Quickly and Correcting Mistakes

- Team Compensation Agreement

Stages of Financial Team Development:


The Oechsli Institute research on Financial Teams provides clear statistical evidence that teams evolve through predictable stages of development as they work to improve their performance. To document this journey of development, we used the widely accepted Forming, Storming, Norming, Performing team development model originated by Dr. Bruce W. Tuckman of Ohio State University.




Register Now:


*This event is held the day before our Rainmaker Weekend in Philadelphia. Attend both events at a discount!


Early Bird Specials

Elite Team Retreat Only $795

Elite Team Retreat & Rainmaker Weekend $1,895