Michael is a Senior Performance Coach with the Oechsli Institute, with expertise in affluent needs, wealth management teams, practice management, and rainmaking.
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.
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.
In my 30+ years in the financial services industry, I've had the roles of advisor, branch manager, and Head of Commodity Futures. Over the past 20 years, my focus has been training & development.
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.
Dane has over 30 years of experience in the financial services business, serving as a financial advisor, regional sales manager, recruiter and compliance officer.
I have been coaching executives and business professionals at all levels for over 30 years. As a speaker, trainer and coach, I motivate clients by asking significant questions to clarify priorities and focus on the process that enables them to move forward.
Scott is an investment industry veteran bringing practical real life experience as an investment advisor, a mutual fund wholesaler, and sales manager to his later roles of course designer/facilitator and coach of training programs for both developing and experienced wealth advisors.
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.
In a financial services career spanning 25 years, I've served as a Branch Manager for Legg Mason and Smith Barney. During my tenure at Legg Mason, I ran a regional training center that served as a model for expansion of firm-wide training methods. I also served on the Branch Managers Advisory organizations at both Smith Barney and Legg Mason, where I was selected as Chairman.
In a career exceeding 35 years in financial services, I have successfully navigated the many changes affecting planning and wealth management strategies.
With over 42 years of direct experience with advisors and teams, I’ve gained deep insight on issues that are critical for those looking to achieve elite status. I’ve held multiple positions ranging from financial advisor to senior executive with Merrill Lynch.
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.
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.
Kathy specializes in coaching advisors on relationship marketing, service & client loyalty, social media, and practice management. With 10 years of business development experience across various industries, Kathy stresses the importance of executing daily marketing activity for business growth to occur.
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.
Richard has 39 years of experience at Merrill Lynch, Legg Mason and Smith Barney. In his 25 year tenure as a Branch Manager/Senior Vice President of Wealth Management, he recruited and built offices in Virginia, Florida and Northeast Pennsylvania. He has extensive knowledge and experience in team building.
Having seen what works and doesn’t work during my career, I 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
With almost 20 years of coaching experience in the industry, I’ve 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 digital marketing strategy for advisors, I have a unique glimpse into firm-driven marketing initiatives.
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