Michael is a Senior Performance Coach with the Oechsli Institute, with expertise in affluent needs, wealth management teams, practice management, and rainmaking.
He has been a much sought-after sales coach, workshop leader, and speaker in the financial services industry for over two decades. His primary focus is on how to attract, service, and retain affluent clients, wealth management team performance, and 21st century practice management.
His expertise in utilization of assessment tools for coaching, team/partnership development, and recruiting is deployed for customization to our clients.
He has given presentations and coached thousands of sales and management professionals in 41 states and several foreign countries with overwhelmingly positive reviews; with many leading to long term coaching assignments. Michael has delivered presentations for literally every major US financial institution.