Research Process
Our Process
The Oechsli Institute conducts ongoing research for the financial services industry. The purpose behind each project is to help financial professionals, from individual advisors to executives, make better decisions about attracting, servicing and developing loyal affluent clients.
Our research spans seven critical groups:
- Affluent Investors
- Financial Professionals
- Financial Professionals with LOS 0-5
- Financial Teams
- Sales Management
- Wholesalers (Insurance & Fund Companies)
- Support Personnel
How We Conduct the Research
The Oechsli Institute works closely with a team of statisticians to make certain that every research project we conduct passes the strictest of research standards. Since our research began in 1999, we have established a reputation of up-to-date, trendsetting research that has helped shape the financial services industry.
The following is a quick depiction of how our research process works, from the initial brainstorming sessions to the application of the data in our speaking, coaching and materials:
Research Partnerships
The Oechsli Institute partners with leading financial firms to conduct comprehensive industry research. We work with financial services firms on two fronts:
Fund Companies:
- Co-branding research to uncover insights into today's affluent investor that will be both timely and useful to financial advisors who are looking to attract, service and develop loyal affluent clients. This co-branded research will serve as a platform for wholesalers to deliver true value-added services to financial advisors.
- Customized research projects designed to address specific concerns; branding, positioning new products, wholesaler effectiveness, and more.
Brokerage Firms:
- Customized research projects designed to address specific concerns, questions and issues they would like to be addressed.
- Independent research on topics such as client loyalty, advisors satisfaction, advisor needs, and benchmarking against proven performance criteria.