Partnerships

The Oechsli Institute has enjoyed numerous "win-win-win" partnerships over the past 25 years. These partnerships have taken many different forms, for example, sponsoring...

  • Keynote speeches and workshops at major conferences
  • Co-branded teleconference calls
  • Co-branded productivity enhancement tools
  • Co-branded proprietary research reports
  • Rainmaker Weekends Sponsorship; partial and total
  • Team Coaching
  • And more...

The Oechsli Institute's sweet spot is the AFFLUENT. We are continually striving to help the financial services industry attract, service, and develop loyal affluent relationships. All of our research, productivity enhancement tools, coaching, and presentations are specifically geared towards that objective.

Our "win-win-win" partnerships have helped: Fund companies and their wholesalers gain favorable access to top producers and Wealth Management Teams; Firms, advisors, and teams be exposed to research-based tactics and strategies for attracting, servicing, and developing loyal affluent clients; and the Oechsli Institute by the way of expanding its valued client base of partners, firms, and advisors.


Our longest standing partnership is with RegisteredRep Magazine. Matt is their most tenured columnist at 17 years and counting. For more information on their company or to subscribe to their many email and print resources, please visit www.registeredrep.com.

Why Partner With Us?

  • Access to top firms, top producers, and high performing Wealth Management Teams.
  • Ongoing research; affluent, teams, Rainmakers - we are always at the cutting edge and current.
  • We make partnership easy and profitable! We've been a value added partner for decades and know how to generate lasting results.
  • We help you increase top producer and team face-time by providing you with follow-up tools that top producers and teams both need and want.

Want to learn more about Oechsli Institute Partnership Opportunities?



Call 800-883-6582 and ask to speak with Stephen Boswell or email him at
Stephen.Boswell@Oechsli.com