A video meet-up of growth-minded advisors.
Twice a month, the Oechsli crew introduces a new topic for discussion.
Two 30-minute micro-learning sessions every month
*Recordings are sent afterwards.
Learn From Peers
Insights
Financial advisors are a creative bunch. When you bring a group together and focus their energies on improving their businesses, great things tend to happen.
Inspiration
It’s easy to become complacent when you’ve built a nice business. Seeing others’ successes helps fuel your fire. Match their effort to match their results.
Perspective
There are a number of ways to run an elite practice. The more variations you see, the more equipped you are to make the right changes to your business.
Learn From Oechsli
Training
We’re here to force feed the conversation with interesting and helpful topics. We have a wealth of concepts to cover and the list seems to grow daily.
Feedback
This isn’t a webinar. We’re not here to teach the whole time. We, along with your peers, want to give you real-time coaching on growing and scaling your business.
Candor
Your Pro Group hosts are Matt, Stephen, and Kevin, our longest standing coaches. We’re comfortable telling you when we think you’re off-base.
Hear from a member.
Let's Talk
FAQs
Frequently Asked Questions about the Pro Group program
In this series, you’re paying for group calls, not one-on-one advice. If you find yourself in need of a more hands-on approach, coaching is likely a better fit.