Pro Group

weekly face time with the Oechsli crew


learning and sharing

a powerful combination

Pro Group is a weekly video meet-up of growth-minded financial advisors.  Every week the Oechsli crew introduces a new topic for discussion.  These marketing ideas, practice management tips, and technology hacks serve as your weekly infusion of best practices.    

As a participant, you are encouraged to share and engage through live video.  The video isn’t a novelty; it’s essential for the types of discussions that make this peer group come alive.  While we all have some uniqueness, there’s much we can learn from those facing similar challenges and opportunities.

Group format

weekly peer sharing

Sessions are held every Wednesday at 11:00am Eastern, rain or shine.  Recordings are sent afterwards, so it’s ok if you have an occasional conflict.

Each session lasts 30 minutes, which works well for keeping the sessions lively and focused, but without clogging your calendar.

We cover topics related to advisor growth, teaming, social media, and practice management.  Our goal is to help you run a thriving, client-first practice, that’s built to last.

Each participant will join our live video conference through a private WebEx link.  The technology is easier than ever, and if you need help, we’re happy to lend a hand.

upcoming sessions

a growth-oriented lineup

What you’ll get

takeaways from two perspectives



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.


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.


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.



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.


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 your business.


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.

on demand learning

it's included with Pro Group

The Oechsli Learning Center houses all of our on-demand coursework for financial advisors.  It’s loaded with our best ideas around growing and managing a financial services practice.  It includes video-based courses, worksheets, templates and quizzes to gauge your progress.

We create each course in an hour-or-less format, then split them into smaller sections for easier browsing and viewing.  In watching our videos, you’ll find we are lively presenters, we have great slide decks, and our videos are HD quality.  You can even watch on your smartphone or tablet using our app!

This powerful on-demand resource is included when you sign up for Pro Group.

join pro group

Standard Price: $299/month


Pro Group sessions are group coaching sessions split into two components.  The first half of the session includes best practice sharing from Stephen, Kevin, or Matt.  The second half includes a moderated peer discussion.  We pose questions and encourage dialogue between participants.  Done in punchy, 30-minute time slots every week, the Pro Group is meant to provide you with some great information, without clogging your calendar.

Coaching gives you one-on-one guidance from our experts, while Pro Group is built as a “group” format.  Coaching is the right option for those looking to help in both ideas and implementation as your coach is there to help you build out plans and routines. Pro Group will give you plenty of ideas, but its on you to determine how they fit into your practice.

Yes, each session will be recorded and hosted in the Oechsli Learning Center for you to access.  Please allow 24 hours after each session.

Yes, live video is required.  Please keep in mind; the video is not a novelty.  It’s an essential factor in creating the depth of conversation we seek in this Pro Group.  If the video component gives you cause for pause, please let us know.  We are happy to offer some advice. 

Most participants won’t have to buy any equipment to participate.  Consider these options: 

  • Option 1: You can attach a USB webcam to your desktop computer, just make sure it has a microphone.
  • Option 2: You can use the built-in webcam and microphone on your laptop.
  • Option 3: The simplest option is using the Cisco Webex Meetings App on your tablet or smartphone.  

Absolutely, please email with any topic suggestions.

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.

Yes, this program requires a six-month commitment.  Why?  It’s been our experience that those who “try out” programs for a month or two don’t get as much out of them.  Our hope is that you join our Pro Group as part of a career-long commitment to improvement.

Pro Group is meant for individual participation.  If you have more than one person who wants to participate, let us know and we can talk with you about quantity discounts.

program comparison

Learning Center on-demand content library
Benchmarking Assessment
On-Demand Video Courses
Worksheets, Templates, and Quizzes
Pro Group a weekly group series
Benchmarking Assessment
On-Demand Video Courses
Worksheets, Templates, and Quizzes
Live Weekly Group Video Sessions
Weekly Group Session Recordings
Coaching one-on-one advice
Benchmarking Assessment
On-Demand Video Courses
Worksheets, Templates, and Quizzes
Live Weekly Group Video Sessions
Weekly Group Session Recordings
Admission to Oechsli Retreat
One-on-one Coaching Sessions
On-Demand Access to Your Coach
$3,000 down + $595/month