Founded in 1978, The Oechsli Institute is an industry leader in keynotes and workshops. The foundation of our programming is our ongoing research on affluent investors and financial professionals. Through these parallel studies, we’re able to build empirical data, then conduct hands-on testing through our performance coaching program.
Our goal is to help financial professionals improve their sales and marketing efforts and to modernize their service models, all while strengthening the loyalty of their affluent clients. Our training programs have been embraced by the biggest players in the financial services industry and beyond. So much so, that we provide ongoing training and coaching for nearly every major financial services firm.
What differentiates your approach?
1. Always Fresh material
We continually update our content so that it’s current, fresh and interesting to our audience. This depth of content allows us engage repeat audiences without an ounce of staleness.
2. Ongoing Independent Research
Recently, we led research on Elite Teams, Affluent Investors, and Elite Advisors. Our presentations are full of these research factoids, which lend third-party credibility to our messaging.
3. Three Engaging Presenters
Matt Oechsli, Stephen Boswell, and Kevin Nichols are not only industry thought-leaders, they are engaging presenters that are consistently rated as conference favorites.
4. Best-in-Class Program Follow-up
Whether it’s virtual training, Achiever Groups, or short-term individual coaching, our program follow-up keeps the message top-of-mind and helps attendees take action.
5. Proprietary Technology
We pride ourselves in being ahead-of-the-curve in training technology; whether it’s our Rainmaker Command Center™, Advisor Wiki, or our newly renovated video studio.
6. Responsive Home office
We’ve built a team focused on helping you run seamless, effective programs. Whether it’s a series of workshops or coaching engagements, we are proficient with the scheduling, tracking, and reporting.