Cathy G. | Troy, MI
Steve H. | Overland Park, KS
Carina B. | Phoenix, AZ
What is the single, most important thing you’ve learned in coaching? The single most important thing I’ve learned so far is me making the switch to being “activity driven” as opposed to being “results driven.” If I’m doing the right activities… the results will fall into place.
Describe a “win” you’ve had that can be attributed to your coaching experience. I’ve had a great social prospecting win. I was at a party… had a great conversation and won the prospect over. She brought me a large account from a competing firm.
What activity have you mastered with your coach that brings in the most business? LinkedIn is by far the most successful activity I do. I have opened up about 17 households. I also have a new client onboarding next week that I got from LinkedIn.
Describe your relationship with your coach. I cannot imagine my life without my coach. She is hilarious, no nonsense, encouraging, and a wonderful mentor. I feel safe with her in being able to voice what I’m really feeling without any judgment on her part and she will help me craft a plan so that I can successfully reach my goals. I will be her client forever if she lets me!
What advice would you give to a fellow advisor considering various coaching programs? I never even considered another coaching program. I wanted to emulate some very successful advisors in my firm to reach their level of success and every single one of them is using The Oechsli Institute. I believe that says a lot.
Cameron E. | Greenville, NC
What is the single, most important thing you’ve learned in coaching? What works and what doesn’t. I no longer waste my time on methods and approaches that do not attract and retain affluent investors. Oechsli strategies are researched and proven effective.
Describe a “win” you’ve had that can be attributed to your coaching experience. Motivation. My win is holding myself accountable for results, because I know my coach is watching me. That motivation has resulted in a ton of new production in approx. 3 months.
What activity have you mastered with your coach that brings in the most business? Learning how to subtly convert friends into clients and/or influencers. I was always leery of being seen as a “salesman” to friends, many who were the parents of childhood friends. I knew who they were, had great personal relationships with them, but never approached them about what I do. I was fearful of that, but now I have a better understanding of how to do that in a non-threatening way.
Describe your relationship with your coach. Fantastic. Joe is a great motivator, without being a drill sergeant. He’s been very accessible, helpful, and insightful during every interaction. Our personalities are well matched and he understands and appreciates my contrarian focus. I appreciate his industry experience and learning from that.
What advice would you give to a fellow advisor considering various coaching programs? Investigate them and do your homework. You’ll not find a better coaching firm, anywhere, that has the team, resources, and tools to help you become a top producer.
Matt F. | Portland, OR
Terry S. | Ponte Vedra Beach, FL
Ken B. | Detroit, MI
Steve C. | Albuquerque, NM
What is the single, most important thing you’ve learned in coaching? How to change the way I meet with clients and to always be listening for possible introductions to their friends and for surprise and delight opportunities. We also hired an Executive Assistant to further implement and administer the Oechsli program into our firm.
Describe a “win” you’ve had that can be attributed to your coaching experience. Using a client event, we had an existing client bring a friend. This will result in me gaining a huge account.
What activity have you mastered with your coach that brings in the most business? We use the The Oechsli Institute’s dashboard (Rainmaker Command Center) to track activity- to make sure we are making optimal use of time and effort to develop referrals, introductions and centers of influence.Describe your relationship with your coach. Kevin brings us great ideas and keeps us on track.
What advice would you give to a fellow advisor considering various coaching programs? We always tell our peers how much we like the Oechsli Institute program – but it wasn’t until we really committed to it that it has brought the results we wanted.