Matt Oechsli is a world class financial advisor coach and is a leading authority on attracting, servicing, and retaining affluent clients. He has authored eleven books, a number of which are industry best sellers and is a high demand speaker, delivering over 200 presentations per year.
Stephen Boswell 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 financial advisor coaching workshops throughout the US on affluent marketing and practice management. He is also the co-author of a bi-weekly newsletter for wealthmanagement.com.
With an extensive career covering over three decades, Tam has held multiple positions ranging from financial advisor to senior executive with Merrill Lynch. His wide variety of field experience included the following positions: Senior VP of Global HR (supervising 1,200 human resource professionals), Deputy President of Merrill Lynch Japan Securities, and District Director of the Carolinas.
Kevin is the Director of Coaching and Social Media at the Oechsli Institute. He also writes, speaks, and trains on social media marketing for financial advisors. He have 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.
Mike Abramson is a senior consultant with The Oechsli Institute and has been coaching, delivering keynote speeches and conducting workshops in the financial services industry for the last 17+ years.
Kathy specializes in coaching advisors on relationship marketing, affluent loyalty, and practice management. Kathy has a Bachelors in Psychology & Masters in Conflict Resolution, with focuses in mediation, research, and human resources. Kathy has previous experience as a counselor for at-risk youth and their families at Youth Villages, a national non-profit.
Jeff Orr is an Oechsli Institute Performance Coach and has been coaching executives and business professionals at all levels for over 18 years. As a speaker, trainer and coach, Jeff empowers clients to achieve greater focus, clarity and success.
David Childs is an Oechsli Institute Performance Coach and has extensive hands on experience working with the affluent at all levels. He coaches numerous RIAs as well as top producers at several major firms around the country.
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, 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 served on the Branch Managers Advisory organizations at both Smith Barney and Legg Mason, where he was was selected as Chairman.
Dick brings more than 30 years of financial services experience to the Oechsli Institute. With twenty years in management of a series of offices in major and highly competitive markets, Dick has mentored over 100 new financial advisors in the building of productive and rewarding careers.
Ken brings 30+ years of financial industry experience to clients of the Oechsli Institute. Early in his career he was an advisor, branch manager, and Head of Commodity Futures. Over the past 20 years his focus has been training & development.
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.
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.
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 and Ameriprise and others.
Carl's passion is growing financial advisory businesses. His career in sales began at a leading consumer products company and, later, at the age of 30, as Subsidiary President of an oilfield services company where revenues grew 500% in 4 years.
Joe Christian brings a wealth of experience in financial services to the Oechsli Institute. He began his career in 1979 as a Financial Consultant with Merrill Lynch and later became a Branch Manager with Thomson McKinnon at the age of 32.
Jim Ellick is an Oechsli Institute Performance Coach and has been coaching executives and business professionals at all levels for over 30 years. As a speaker, trainer and coach, Jim motivates clients by asking significant questions to clarify priorities and focus on the process that enables them to move forward.
Steve brings a caring style and a wealth of diverse experience to the clients of Oechsli Institute. He has been the owner of two successful businesses. Steve has also worked as a teacher, trainer, and coach.
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.
Charlie Van Derven helps businesses and professionals use social media and strategic content to position branding, build relationships, grow networks and increase brand awareness. Charlie is a 15-year veteran of digital marketing and a business owner. He specializes in providing social media content and acquisition strategies.
Dane has over 30 years of experience in the financial services business, serving as a financial advisor, regional sales manager, recruiter and compliance officer.
Wayne Dunham is an expert financial advisor coach with years of experience in the financial services industry. For over 38 years he has worked with financial professionals in a variety of capacities. Wayne has the background and knowledge to coach and guide financial advisors in today's challenging times.
Wayne's financial services career spans over 36 years, and he began as a Financial Advisor in 1975. In the years that followed, Wayne was a Sales Manager, Branch Manager, Regional Sales Manager, Regional Director, and Complex Manager. During his career, Wayne has hired, trained and coached hundreds of FAs, many of whom have become Million Dollar plus producers.
- Our Coaches
- Matt Oechsli, MBA
- Wayne Dunham
- Stephen Boswell, MBA
- Kevin Nichols, MBA
- Tam Milton
- Mike Abramson
- David Childs, CFP(R)
- Debra McBeth, CFP(R)
- Jeff Orr
- Bill Francavilla, CFP(R)
- Bob Jones, MBA
- Carl Reisen, CWA (R)
- Charlie Van Derven
- Dane Eckert
- Dick Compisi
- Greg Blackwell
- Jane Dolente
- Jim Ellick
- Joe Christian
- Kathy Oldham, M.A.
- Ken Broaderip
- Richard Perrotti
- Steve Gaddy, M.A., CFP®
- Wayne Hutton
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