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It all started back in 1978.
Matt Oechsli had a passion for helping advisors grow.
He spent three decades doing what he loves: research, speaking, and writing.
In the early 2000s, he brought in Stephen Boswell and Kevin Nichols.
They were instrumental in building the coaching and social media programs.
Today, we're a team of more than 30, providing the industry's best training and marketing solutions.