Performance Coaching
Congratulations on your interest in Performance Coaching. It's an
investment that every advisor should make in their business. Our
objective is to help you maximize your potential. Our expertise is in
helping financial professionals attract, service, and cultivate loyal
affluent clients. We develop Rainmakers! Performance Coaching is the most complete option from The Oechsli
Institute. We have been helping financial professionals develop and
grow for over 27 years and look forward to the opportunity of coaching
you and your team. This very detailed and personal (one-on-one) training includes mindset coaching, a strong accountability mechanism (you will increase your activity levels), and skill development as we will help you master the art of selling to the affluent. |
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- The Oechsli Institute has a full understanding of your business, strengths, weaknesses, goals and objectives.
- Each coaching candidate is ready to maximize their coaching experience.
Performance Coaching Includes:
- Telecoaching sessions of 45 to 60 minutes for 12 months.
- Exclusive Learning Series with numerous Performance Coaching Videos, eGuides, Research Reports, Audio Guides and other helpful performance enhancement tools, a $495+ value - FREE.
- Our Personal Financial Organizer with electronic document package - FREE
- The option to begin with a full day session at our offices in Greensboro, North Carolina ... or at your site.
Coaching Deliverables:
- Twelve months of coaching
- Bi-Weekly sessions 45-60 minutes each.
- On demand access to your coach (as needed)
- Optional full-day kickoff session at your office or ours*
- Review of promotional materials (brochures, websites, etc.)
- Written overviews and action steps following each session
- Performance Coaching Learning Series
- Our Personal Financial Organizer
- *Daily in-person fee plus travel expenses apply.
"I've collected $16.5 million so far this year and have another $46 million in the pipeline. I've got my Rainmaker Antenna up all the time - it's now become a game."
-Robert E., LPL
Learning Series & Materials:
We've developed an ongoing Learning Series to make certain that each coaching client has a strong understanding of the New World Advisor - Today's Industry Elite. This action-packed Learning Series is delivered electronically throughout the Performance Coaching process. It includes the following resources...
EXCLUSIVE VIDEOS: Matt
Oechsli explains the various components of our New World Advisor Model
in these instructional video clips. We have also included a series of
Power Talks; short inspiration messages interspersed throughout the
year.
eGUIDES: These electronic workbooks are filled with ideas on running an elite financial practice. Built from our 21st Century Financial Practice In-a-Box (retails for $495), these guides are very comprehensive - covering such areas as affluent client acquisition, client loyalty, business planning, practice management, team leadership and much, much more.
AUDIO GUIDES: Linked to the comprehensive eGuides, these audio instructional recordings are great for reinforcing the strategies used by top producers.
HANDOUTS & ARTICLES: The Oechsli Institute consistently produces articles, worksheets and performance tools to help financial professionals better attract, service and develop loyal affluent clients. We've added a sampling of these resources to this learning series to make certain you have everything you need to perform at a high level.
FINANCIAL ORGANIZER: A top-quality black regal binder with 2-1/2" black rings and Personal Financial Organizer embossed on the front cover. We've also included audio and written instructions for incorporating this into your practice. Package includes binder, tabs and CDs.
PRESENTATION FOLDER TEMPLATES: We have put together templates for a presentation folder and accompanying PowerPoints. You can use these in place of, or in addition to, a brochure.
PAPERBACK BOOK: Once you begin the Performance Coaching, your personal coach will select one of Matt Oechsli's books to meet your needs and unique situation.
CRITICAL PATH ORGANIZER: This is a simple, yet powerful system for improving your relationships with top clients,prospects, referral sources and personal centers-of influence.
Who Qualifies for Coaching?
We provide one-on-one performance coaching services to individuals and teams who are...
- Interested in SERIOUS GROWTH!
- Eager to build a successful financial practice and support team.
- Wanting to improve their ability to attract, service, and retain affluent clients.
- Willing to change, committed to action and accountability.
- Willing to do the "right" activities, the "right" way, to the "right"
clients and prospects. - Eager to accelerate their progress.
Want Matt Oechsli as Your Coach?
Matt Oechsli personally coaches five teams per year - elite teams who want nothing but the best.
- Two On-sites: Matt Oechsli will conduct two full day onsite meetings at your office.
- Bi-weekly Coaching Sessions: Each session lasts 45-60 minutes
- Learning Series and Materials
CLICK HERE to learn more about coaching with Matt Oechsli.
Our Coaches
Our professional coaches have undergone extensive training at The Oechsli Institute, and they've been certified in all aspects of high-level performance coaching. They have spent countless hours involved in researching Rainmakers, Wealth Management Teams, and the Affluent. Each coach is equipped to help you achieve your goals, and they collaborate with each other as needed to ensure that your interests and needs are fully met.
"I've been working with The Oechsli Institute for about 9 months. I've brought in $75 million and my pipeline has grown beyond belief. My core issue changed from finding prospects to finding time to meet with them all."
- Mark B., Merrill Lynch
Coaching Articles
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What Sets Us Apart?
The Oechsli Institute conducts ongoing independent research on...
THE AFFLUENT: You will learn...
- The 8 Criteria the affluent use to select a financial professional.
- What impacts affluent loyalty and how to use it.
- How the affluent will allow you to penetrate their centers-of-influence.
- The significance of price to the affluent, and how to handle the 'fee' question.
- and more!
- The specific marketing activities Rainmakers use to bring in more affluent clients.
- The art of selling to the affluent; developing the seamless sales skills of a Rainmaker.
- How to think and develop the mindset of a Rainmaker (note: this can be taught).
- How Rainmakers discuss their services in social settings.
- and more!
ELITE FINANCIAL TEAMS: You will learn...
- How your team stacks up against our benchmark of 15 Performance Factors of Elite Financial Teams.
- How to close performance gaps specific to your team.
- How to embrace the concept of Kaizan and continually improve your Practice Management process.
- How Elite Teams excel in client loyalty.
- How financial teams progress through the four stages of team development .
- How to refine the roles and responsibilities to mirror those of elite teams (we can help you customize this for your practice).
- and more!
-David L.
Partial List of Coaching Topics
Coaching provides a delicate mix of content (research, sales skills, activity guidelines, etc.) and accountability (discipline linked to Rainmaker activities and best practices of Elite Financial Teams). Our research-based content is mixed into each session as-needed by our Performance Coaches. Content sessions can also be prompted by our coaching clients. Each coaching client has access to a Coaching Call Prep website through which they can specify topics they'd like to cover on the upcoming session. Here's a partial list of the topics...
- Getting an introduction from a client
- Using a Financial Organizer to meet with a CPA
- Turning a referral into an introduction
- Following-up with a prospect from a social event
- How to prospect socially
- How to profile affluent prospects
- Identifying and eliminating avoidance patterns
- Eliminating ineffective marketing activities
- Jettisoning smaller clients
- Dealing with an ineffective assistant
- Delegating all administrative tasks
- How to use a brochure
- How to handle a client problem and deal with an irate client
- Asking a prospect for the business
- Creating an Investment Policy Statement
- Creating a Team Agreement
- Developing the right relationship with estate planning attorneys
- Penetrating a client's extended family members
- How to define and develop two distinct levels of service
- Business planning 101
- How to make a good first impression
- How to activate and stay engaged in your Achievement Cycle
- Getting the most out the Critical Path Organizer
Determine if You're a Fit
STEP 1: Complete our pre-coaching business profile and readiness assessment (see below) - FREE
STEP 2: Coaching consultation with an Oechsli Institute coach - FREE
STEP 3: Our Performance Coaching Letter of Agreement
Download our Coaching Packet
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Electronic Version |
For Individual Financial Advisors
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For Wealth Management Teams
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