Research

The Oechsli Institute conducts ongoing research for the financial services industry. The purpose behind each project is to help financial professionals, from individual advisors to executives, make better decisions about attracting, servicing and developing loyal affluent clients.

Our research spans seven critical groups:

• Affluent Investors
• Financial Professionals
• New Financial Professionals (LOS 0-5)
• Financial Teams
• Sales Management
• Wholesalers
• Support Personnel

2015 Infographics:

How We Conduct the Research

The Oechsli Institute works closely with a team of statisticians to make certain that every financial services research project we conduct passes the strictest of research standards. Since our research began in 1999, we have established a reputation of up-to-date, trendsetting research that has helped shape the financial services industry.

Research Partnerships:

The Oechsli Institute partners with leading firms to conduct comprehensive financial services research. We typically work with two types of firms:

• Mutual Fund and Annuity Companies: This co-branded research serves as a platform for wholesalers to deliver true value-added services to financial advisors. We uncover insights into today's affluent investor that will be both timely and useful to financial advisors who are looking to attract, service and develop loyal affluent clients.

• Brokerage Firms: Customized research projects designed to address specific concerns, questions and issues they would like to be addressed. Independent research on topics such as client loyalty, advisors satisfaction, advisor needs, and benchmarking against proven performance criteria.

Partner with us on your research project