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.
Our coaching process is designed to help financial professionals attract, service and retain affluent clients. We've been helping professionals grow their business for nearly 30 years.


Each coaching candidate completes a thorough assessment of their current business and a coaching readiness assessment to ensure that:






Performance Coaching Includes:



Coaching Option A:



Coaching Option B:



"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

Coaching Materials:



WORKBOOKS: Your materials package will contain six comprehensive workbooks. They cover all aspects of an elite financial practice: Affluent Client Loyalty, Affluent Client Acquisition, Business Planning, Practice Management, Wealth Management Process, and more.

INSTRUCTIONAL CDS: Each workbook in your In-a-Box package will contain a corresponding audio CD. These audio CDs, read aloud by Matt Oechsli, are a great way to reinforce the topics.

FINANCIAL ORGANIZER: Our research proves the affluent want someone to oversee and coordinate their numerous financial documents. This Financial Organizer tool positions you as that person.

PAPERBACK BOOK: Depending on the In-a-Box package selected, you will receive either How to Build a 21st Century Financial Practice or Mastering High Net Worth Selling, both by Matt Oechsli.

PRESENTATION FOLDER TEMPLATES: We've put together templates for a presentation folder and accompanying PowerPoints. You can use these in place of, or in addition to, a brochure.

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...



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


What Sets Us Apart?


The Oechsli Institute conducts ongoing independent research on...

THE AFFLUENT: You will learn...

RAINMAKERS: You will learn...


ELITE FINANCIAL TEAMS: You will learn...


"You've helped me identify the right activities and do them consistently. The result is that we've gone from no pipeline to a steadily growing pipeline. We've already added substantial new assets and have no doubt this is only the beginning."

-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...


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





Electronic Version


Print Version


Call 1.800.883.6582 for more information


For Individual Financial Advisors
  • Master the Rainmaker's high-impact marketing activities
  • Refine your Rainmaker skills
  • Activate the Rainmaker's Achievement Cycle
  • Practice Rainmaker verbiage
  • Understand the DO's and Don'ts of the affluent
  • Position yourself as a go-to financial coordinator
  • Learn the secrets to affluent client loyalty
  • Fine-tune every aspect of your financial practice
  • Gain improved clarity and expand your comfort zone
  • Discover new ideas, approaches, and directions
  • Work with an accountability mechanism that enables you
   For Wealth Management Teams
  • Develop a client loyality process that leads directly to introductions and referrals
  • Develop a working team business plan complete with metrics scorecard system
  • Develop a consistent financial advisory/wealth management process
  • Deliver Ritz-Carlton Service with FedEx Efficiency
  • Delegate roles and responsibilities more effectively
  • Define and enhance the team leader role
  • Develop a clear business development process
  • Fully monetize existing relationships
  • Create two levels of service: platinum and gold