For Fund Company Partners
| The Oechsli Institute has excellent relationships with the top
financial services firms. In partnership with The Oechsli Institute,
fund companies and their wholesalers improve their exposure to their
"focus" firms on national, regional, and local levels. In our 25+ years
in business, we've learned how to maximize this relationship for a true
win-win-win. |
Our Typical Partnerships Include:
- Value-Added Speeches, Workshops and Teleconferences
- Delivery of research-based materials and tools
- Oechsli Institute Research on: The Affluent, Teams, Rainmaking and Practice
Management.- Customized Co-Branded Research Projects
- Co-Branded books, published articles and training guides.
- Event Sponsorship (total or partial): Rainmaker Weekends, Elite Wealth Management Team Retreats, Fast Track for Growth sessions, etc.
Benefits of Partnering with The Oechsli Institute:
- Get access to top producers and high performing teams.
- Deliver value-added follow-up materials that top producers want.
- Increase positive visibility with top producers and high performing teams leading to increased sales.
- Utilize the Oechsli Institute's branding expertise in: Understanding the Affluent, Rainmaking, Teams and Practice Management.
- Transform Wholesalers into true business consultants (wholesalers training)
Call 800-883-6582 and ask to speak with E-Mail Stephen.Boswell@Oechsli.com or Kevin.Nichols@Oechsli.com |