Oechsli

Founded in 1978, The Oechsli Institute is a research-based coaching organization specializing in affluent sales and marketing that combines the academic with practical application. For over three decades they have conducted ongoing studies on both the affluent and their decision making patterns, and distribution forces and their marketing and sales tactics. Through these parallel studies, The Oechsli Institute has found itself in a unique position; being able to field test the empirical data uncovered, with hands-on application through their coaching of sales and marketing professionals. Much of their work focuses on the financial industry where they have researched wealth management teams, financial advisors, managers, wholesalers, and support personnel. From this work, The Oechsli Institute has been able to create models, templates, of both elite wealth management teams and elite advisors that have become industry standards. All of their training, workshops and coaching is based on these elite models developed through their research. The goal is to help advisors and teams improve their sales and marketing efforts, modernize their service models – all while strengthening the loyalty of their affluent clients. Their training programs and financial advisor coaching have been embraced by the biggest players in the financial services industry and beyond.