Our goal is to drive action. Immediately.
We challenge each group.
We give advice built to implement.
Becoming a Rainmaker
Want more affluent clients? Your course of action is clear – mirror the marketing activities and sales skills of today’s Rainmakers. Our research has uncovered specific Rainmaker marketing habits, exact scripting, and structure behind their repeatable marketing process. Learn More
Best Practices of Elite Advisors
The quickest way to become an Elite Advisor is to model the Best Practices of Elite Advisors - you want to learn from today’s best! Top producers of yesteryear are not necessarily role models for acquiring and developing loyal affluent clients today. Learn More
Elite Financial Teams
Elite Teams lead the field in client acquisition and client retention for a reason – they consistently engage in high-impact activities that most teams either will not or cannot do. Through ten years of research on Elite Teams, The Oechsli Institute has uncovered these specific high impact activities and we look forward to sharing them with you. Learn More
By combining The Oechsli Institute’s research on affluent investors with emerging technologies you will learn how to acquire more affluent clients and use technology to your advantage. This is one of the only presentations that will show you specific tactics on how to leverage social networks like LinkedIn to actually bring in business! Learn More