About The Oechsli Institute
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.
A partial client list includes:
- Wells Fargo Advisors
- Nationwide Financial
- Caldwell Banker Real Estate
- Raymond James
- Linsco/Private Ledger
- The Hartford
- Waddell & Reed
- Coldwell Banker
- Pioneer Investments
- Securities of America
- National Mutual
- Northwestern Mutual
- Mass Mutual
- Jackson National
- Royal Bank of Canada
Every program they conduct, every coaching session they hold, and every training tool they develop is:
Research Based: This is what sets The Oechsli Institute apart from other research firms; their coaching and workshops enable them to apply their findings in the real world. Their research has become the foundation of every program; speaking about what the affluent want, and how the elite professionals are able to meet their expectations.
Action Oriented: Whether it’s personal coaching, training the trainers, or Rainmaker Retreats, every program and coaching session conducted by The Oechsli Institute is driven by the principle, "activity drives the dream". Why? Too many people get side-lined by preparation. The Oechsli Institute gets everyone learning through experience. Because everything is based on current research, The Oechsli Institute is able to identify the right sales and marketing actions, and make certain they are performed the right way. Much of their coaching involves mastering the art of selling to the affluent — skill development.
Street Tested: Because their research is ongoing and all their field work is action oriented, The Oechsli Institute is able to test every facet of their findings to ensure their methods are working in the current environment. Every tactic they promote has been proven successful by many hard-working professionals.