Financial Advisor Coaching
Our commitment is to provide the most up-to-date and comprehensive coaching that models the best practices of elite financial advisors and agents, as well as how to acquire and develop loyal affluent clients. To this end, our coaching is built on the foundation of the Oechsli Institute's ongoing annual research on elite financial advisors, elite insurance agents, elite wealth management teams, and affluent investors.
Our coaching combines the exciting and informative nature of our live events & webinars with the personal accountability and focus provided by personal coaching. Our sweet spot is helping financial advisors and insurance agents attract, service, and cultivate loyal affluent clients. What makes our coaching so effective is that it's custom tailored to each advisor's needs and goals. When you hire one of our coaches, it's almost as though you are hiring us as a member of your team.
Our Coaching Program Includes:
One-on-one bi-weekly coaching sessions and on-demand access
Unlimited live-event access | Learn More
Unlimited webinar access | Learn More
Access to the Oechsli Learning Center™ (virtual learning portal) | Learn More
Performance Coaching Workbook and Best Practices of Elite Advisors book | Learn More
Quantum Growth Process™
Access to all Oechsli Institute research reports | Sample Research
Optional Add-On Services:
|DISC Assessments and de-brief | Learn More|
|Social Media Automation|
|On-site with a coach|
What are the top questions about the program?
Am I ready for Oechsli Institute’s Performance Coaching Program?
Yes, if you are:
- Serious about growing your business and not looking for a “quick fix”
- Ready to make an investment in yourself and your business
- Willing to embrace your Oechsli Institute Performance Coach as a “virtual” team member
- Ready to implement daily business development and practice management activities
- Prepared to disrupt bad habits that have been getting in your way
- Open to honest and candid feedback
How long is the Program?
The majority of our coaching clients consider their coach as a cost-effective, pace-pushing virtual member of their team. Our most successful clients have long standing multi-year relationships with their coaches, which leads to major transformations in their daily habits, affluent sales skills, client service delivery, and team dynamics. We don’t ask you to sign multi-year contracts, our clients simply find value in the program and want to stick around longer.
Our most successful clients have been in our program 3+ years.
What types of professionals do you work with?
We coach financial advisors, insurance agents, teams, wholesalers, and managers.
What kind of results can I expect?
Quantitatively, our average client triples the amount of new assets they acquire within three years. On an annual basis our average client:
- Brought in over $19MM in new assets
- Added 21 new clients
- Increased their production by 22%
Qualitatively, our average client’s perception of their:
- Marketing activity increased by 117%
- Goal focus increased by 116%
- Quality of their pipeline increased by 94%
- Confidence in their marketing increased by 73%
- Affluent sales skills increased by 50%
If you’re interested in learning about this from our clients' perspective, see our testimonials.
How am I matched with a coach?
We are extremely careful in matching you with the right coach. All aspects of a “fit” are considered; personality, goals, experience, expertise and strengths. This match-making is essential for a long standing relationship.
With that said, all of our coaches are industry experts and have completed our comprehensive coaching certification program. However, stylistically, every client’s needs are different.
What is the fee structure?
The Performance Coaching Program requires an upfront down payment and a manageable monthly fee.
How often do I speak with my coach?
You will have structured bi-weekly sessions and full on-demand access. This frequency pairs nicely with our ongoing webinar series and live events.
What occurs during my coaching sessions?
Every coaching session starts with our Quantum Growth Process™. This will set you on a transformative journey—setting the stage for a lifetime of personal and professional growth. This will be the roadmap on which you and your coach will work. Step-by-step, each coaching session will build on the previous coaching session and take you closer towards achieving your goals.
Your coaching sessions will be both collaborative and instructional, with accountability woven throughout. You and your coach will work together to determine the best way to put structure and discipline around your affluent sales and marketing efforts.
Each session will end with the action steps to complete before your next coaching session. Your next session will begin with a discussion of your progress towards those action steps.
What resources do I get access to in addition to my Performance Coach?
There are many additional resources, all designed to enhance your coaching sessions and accelerate your transformative experience.
Our Affluent Marketing Symposiums are specifically tailored to complement your coaching experience and accelerate your transformative experience in our program.
There will be exercises, peer-to-peer creative thinking, best practice sharing, and proactive affluent sales skill training. Matt Oechsli, Stephen Boswell, and Kevin Nichols lead many of the sessions, and are three of the industry’s top presenters.
These live symposiums are extremely motivating as well as an ideal forum for learning and growth. Most coaching clients attend every live event.
You have access to all of the Oechsli Institute webinar series throughout the year. The webinars take a deep dive into critical growth topics such as; Referral Alliances, Wealth Management Teams, Social Media, The Art of Affluent Selling, Service, and more. There are sessions held almost every week and team members are welcome to join.
Oechsli Learning Center™
You will be given access to our Oechsli Learning Center™ — an exclusive resource for coaching clients.
From your desktop, tablet, or smartphone, access the industry’s best courses on affluent selling, professional alliances, intimate social events, elite teams, LinkedIn, Facebook, and more. We’ve also included over 100 role play videos, The Stephen and Kevin Show, digital copies of Oechsli books, and all of our most popular downloads. This cutting-edge tool is only available to our coaching clients.
Performance Coaching Workbook
This robust 150+ page workbook is exclusively for coaching clients and not sold to the general public.
Research and More
You also have unlimited access to Oechsli Institute’s home office, whether it’s research reports, PPTs, personal guidance, or specific questions - everyone is committed to enhancing your coaching experience.
What are the "optional" add-on services?
While our coaching program is designed to fit the needs of most professionals, some of our clients find the need for additional services. We offer DISC behavioral assessments with an expert debrief, social media automation (posting to social profiles on your behalf, etc.), and onsite services (where a coach visits your office and team in-person). These services are all available for an additional fee.
How will my team be involved?
You and your coach will determine the best way to incorporate other team members into the coaching experience. Some of our clients want every team member on every session, while others prefer to selectively incorporate team members. Either way, the pricing is the same.
Also, because unlimited webinar access is included for your whole team, we find that this is an excellent way to provide additional training.
How does The Oechsli Institute select coaches?
We take great pride in selecting the best coaches available. We get scores of resumes every year, but only a few select candidates make the cut. Our coaches are committed to excellence – for their clients and themselves. After all, you can’t coach what you don’t do.
What makes the Program so effective?
Our program has a number of unique components:
- It is based on over 20 years of independent ongoing research on affluent investors, elite financial professionals, elite teams, and more recently social media. We know what the affluent are looking for in a financial professional, the marketing to which they respond favorably, and what they don’t like. We also know what the best professionals and teams do to acquire and develop loyal affluent clients.
- It is customized to your needs. Our tools and resources enables your personal coach to work with you in developing a personal roadmap for your coaching experience.
- You have a one-on-one personal relationship with your coach. Our coaches become a “virtual” team member.
- Our coaches are industry experts. These are not “life coaches” or failed financial professionals. We pride ourselves on having the best coaches in the financial services industry.
- You have access to a plethora of additional resources that have been outlined.