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Michael Abramson

Michael is a Senior Performance Coach with the Oechsli Institute, with expertise in affluent needs, wealth management teams, practice management, and rainmaking. He has been a much sought-after sales coach, workshop leader, and speaker in the financial services industry for over two decades. His primary focus is on how to attract, service, and retain affluent clients, wealth management team performance, and 21st century practice management.

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Greg Blackwell

Greg Blackwell brings a unique track record of success as an advisor, wholesaler, Branch Manager and Division Sales Manager. He’s been coaching, delivering motivational keynotes and high-impact workshops for almost 30 years. His success in working with affluent clients stems from work with Fidelity, Smith Barney, Ameriprise, and others.

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Stephen Boswell, MBA

Stephen Boswell, author of Best Practices of Elite Advisors, is the Chief Operating Officer of The Oechsli Institute. In addition to overseeing The Oechsli Institute’s ongoing research on the affluent consumer and financial advisors, Stephen delivers workshops throughout the US on affluent marketing and practice management. He is also the author of a bi-weekly newsletter for wealthmanagement.com.

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Nick Brait

Nick began working career as a chemical engineer and after nine years decided that a career change was in order. It was then that he began a relationship with the financial services industry. Some people may not see a connection between engineering and financial services. The commonality between the two is problem-solving, and engineers are excellent problem solvers. For over 35 years, Nick grew a successful practice by helping people solve their financial problems.

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Ken Broaderip

Ken has 30+ years in the financial services industry with roles of advisor, branch manager, and Head of Commodity Futures. Over the past 20 years, his focus has been training & development.

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Theresa Daneman

Theresa brings a holistic perspective to coaching advisors and teams with 20-years of experience in financial services as an advisor, wholesaler, as well as having worked in client services, estate planning, marketing, and social media. This breadth of exposure gives her a deeper understanding of the roles, challenges, and environment her clients face.

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Jane Dolente

Jane Dolente has over 30 years of professional experience in financial services, executive coaching, management development, and corporate training. She was a Financial Advisor with Legg Mason Wood Walker, the Director of Management Development for Fireman’s Fund Insurance Company, and a founding partner of two specialty training firms serving Fortune 1000 companies.

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Jim Ellick

Jim has been coaching executives and business professionals at all levels for over 30 years. As a speaker, trainer, and coach, he motivates clients by asking significant questions to clarify priorities and focus on the process that enables them to move forward.

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Bill Francavilla, CFP(R), ChFC

As Director of Wealth Management for Legg Mason, Bill led a team of CPA’s and attorneys as they assisted advisors with High Net Worth clients. Working in concert with elite advisors, he helped attract and retain multi-million dollar families and individuals.

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Mary M. Godin, MA, LPA, LPC

Mary is a Clinical Psychologist and Licensed Professional Counselor who brings 20 years of experience with interpersonal relationships and understanding motivation and human behavior. She has been around the financial business for over 20 years and has watched Financial Advisors transform their career when they begin focusing their marketing efforts, developing strategic intent, and working through concerns that have been limiting factors.

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James Guilfoil, CFP®

Jim has spent the last 25 years coaching Financial Advisors and their teams on how to grow comprehensive wealth management businesses focusing on Affluent Investors. As our industry has shifted and changed, Jim’s work with advisors has allowed his clients to stay relevant and to continue to grow.

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Rasheed Haneef

Rasheed brings over 20 years of industry experience, including many years of training and coaching advisors. His involvement in the industry began in 1998, when he became a Financial Advisor with a major investment service organization. Several years later, he managed the development of all advisors at a competitor organization.

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Bob Jones, MBA

In a financial services career spanning 25 years, Bob served as a Branch Manager for Legg Mason and Smith Barney. During his tenure at Legg Mason, he ran a regional training center that served as a model for expansion of firm-wide training methods. He also served on the Branch Managers Advisory organizations at both Smith Barney and Legg Mason, where he was selected as Chairman. Bob has been coaching successful teams, individual advisors, and new industry entrants for many years.

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Debra McBeth, CFP(R)

In a career exceeding 35 years in financial services, Debra has successfully navigated the many changes affecting planning and wealth management strategies. Earning the Certified Financial Planner (CFP®) designation over 30 years ago taught her that in order to become, and remain, an elite financial advisor one needs to be on the leading edge of this field with a consistent reevaluation, improvement, and upgrading of our practice model and service.

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Tam Milton

With over 42 years of direct experience with advisors and teams, Tam gained deep insight on issues that are critical for those looking to achieve elite status. He’s held multiple positions ranging from financial advisor to senior executive with Merrill Lynch.

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Brittany Nelson

Brittany specializes in coaching advisors on social media, relationship marketing, practice management, high-level service & client loyalty.  Brittany began her career working with Financial Advisors at Lincoln Financial.  Shen then worked as a Social Media Manager for The Oechsli Institute where she managed hundreds of advisor social media accounts.

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Kevin Nichols, MBA

Kevin Nichols is the Director of Coaching and Social Media at the Oechsli Institute and the author of The Indispensable LinkedIn Sales Guide for Financial Advisors. Kevin has an MBA in marketing, coaches advisors and teams on social media usage, writes The Social Media Advisor blog and a bi-weekly eNewsletter for WealthManagement.com.

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Matt Oechsli, MBA

Matt Oechsli is a leading authority on attracting, servicing, and retaining affluent clients. He delivers over 200 presentations a year to groups from Sydney to Singapore to Wall Street – bringing his dynamic and practical message to financial professionals, support personnel, and sales management.

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Jeff Orr, MBA, MSL

Jeff Orr is an Oechsli Institute Performance Coach and has been coaching executives and business professionals at all levels for twenty years. As a speaker, trainer and coach, Jeff empowers clients to achieve greater focus, clarity and success.

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Stephen Pappaterra, J.D.

Steve’s experience in wealth management and sales spans over 30 years. Early in his career, he spent nearly a decade in full-time sales working with investments and trust funds. He brings a slightly different perspective to his clients, having spent his career as a wealth management executive working with high and ultra-high net worth clients. In addition, since Oechsli so strongly advocates networking with centers of influence, his experience as an estate planning attorney is also useful.

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Carl Reisen, MBA

Having seen what works and doesn’t work during his career, Carl can quickly diagnose and identify the key elements of successful advisors and teams: 1) a clear understanding of strengths and weaknesses combined with patience, trust and acceptance, 2) humility and willingness to step outside comfort zones, 3) focused goals that leverage strengths and mitigate weaknesses, 4) a consistent application of activities that produce positive results, 5) continued improvement of developed processes with best-practice achievement.

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Charlie Van Derven

With almost 20 years of coaching experience in the industry, Charlie has worked with countless individuals and teams of advisors. Also, having worked with firms such as Morgan Stanley, UBS, RBC, LPL, and others to help define a digital marketing strategy for advisors, he has a unique glimpse into firm-driven marketing initiatives.

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Larry Wooters, PPC

Larry has a proven track record of building and implementing measurable and robust business models, and generating sustainable results for his clients over the long term.

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