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.
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.
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.
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.
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, 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.
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 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, 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 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.
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.
Charlie Van Derven has coached financial advisors on business development for more than 15 years. He is an expert in using strategic content and digital marketing such as websites, social media and email to position branding, build relationships, grow networks, and increase brand awareness.
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