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.
Richard has helped his current clients by creating customized programs that are based on the client’s business needs and goals, both personal and professional. His coaching style centers around the five high impact activities that are the focus of the Oechsli program. It also includes a business analysis which evaluates customer satisfaction ratings and how deeply served each customer is. Where appropriate, his methodology provides for discussions with all the team members to obtain their views and suggestions.
Overall, Richard’s strengths as a coach lie in the fact that he is knowledgeable in all aspects of a client’s business model which provides them with experienced input for future growth and operational efficiency.
- Free Consultation
- Our Coaches
- Social Media
- Frequently Asked Questions