Only you can truly change your business, but you'll need a guide.
Best Practice Sharing
We are hooked on idea collection, compilation, and dissemination. We distill what’s working across elite advisory firms and translate it into practical, repeatable actions you can use immediately - no guesswork required.
Unbiased Opinions
We don't work for you, you don't work for us, we call it as we see it. That independence gives you honest perspective, direct feedback, and recommendations rooted in results, not comfort or convention.
Bigger Thinking
We encourage you to set your sights high, and take big actions. We help you challenge assumptions, redefine what’s possible, and design a business that matches your ambition.
Rut Busting
How likely are you to change without a coach? Coaching interrupts autopilot, exposes blind spots, and replaces stagnation with forward momentum, week after week.
Accountability
It's our mission to see that the most important actions get done. Clear priorities, firm deadlines, and consistent follow-through ensure progress doesn’t get pushed aside by day-to-day noise.
Skill Development
Plan, execute, debrief — skills improve with repetition and focus. We break complex behaviors into trainable skills so improvement is intentional, measurable, and sustained over time.
Routine Building
Coaching creates consistency with the right behaviors. The right routines eliminate decision fatigue and create momentum - turning high-impact actions into second nature.
Expanding Your Zone
Elite advisors consistently do what many others won't even try. We help you operate beyond comfort, stretch your leadership capacity, and perform at a level most advisors never reach.
We work with advisors in transition.
Looking to grow...
We have the ideas, language, and routines to help you put up bigger numbers. It’s what we do best.
Looking to scale...
This helps us incorporate themes and copy that resonate. Whether it’s factoring in occupation, life stage, or other defining characteristics, we’ve got you covered.
Looking to energize...
The best financial advisor coaching gives you more than just ideas; they offer a spark of energy to help you take action.
Looking to team...
We’re here to help you build a highly-functional team; setting yourself up for success by modeling the industry’s best.
Looking to recruit...
If you’re a manager or owner and looking to add advisors, our financial advisor coaching can help.
The most successful advisors have mentors. Who's yours?
Coaching Success Story
Oechsli coaching helped this advisor bring clarity and discipline to his growth strategy. That focus led to $30 million in net new assets.
Our 12-month client averages are strong.
New Clients
Million in
New Assets
% Reported Improvement
in Sales Skills
% Reported Positive
Increase in Marketing Confidence
% Reported Positive Impact on Growth Rate
% Reported Positive Impact on Career Satisfaction
Features
Description
Standard
Individuals or small teams focused on growth
Premium
Larger teams, top-performing advisors who want deeper implementation and faster progress.
FAQs
Frequently Asked Questions about the Coaching Program
Yes, if you are:
– Serious about growing your business and not looking for a “quick fix”
– Ready to make an investment in yourself and your business
– Willing to embrace financial advisor coaching as part of your team
– Ready to implement daily business development and practice management activities
– Prepared to disrupt bad habits that have been getting in your way
– Open to honest and candid feedback
Quantitatively, our average client triples the amount of new assets they acquire within three years. On an annual basis our average client:
– Brought in over $17MM in new assets
– Added 16.3 new clients
– Increased their production by 22%
Qualitatively, our average client’s perception of their:
-Sales skills improved by 96%
-Marketing confidence increased by 88%
-Quality of their pipeline increased by 94%
-Affluent sales skills increased by 96%
We are extremely careful in matching you with the right coach. All aspects of a “fit” are considered: personality, goals, experience, expertise and strengths. This match-making is essential for a long standing relationship.
With that said, all of our coaches are industry experts and have completed our comprehensive coaching certification program. However, stylistically, every client’s needs are different.
Your coaching sessions will be both collaborative and instructional, with accountability woven throughout. You and your coach will work together to determine the best way to put structure and discipline around your affluent sales and marketing efforts.
Each session will end with the action steps to complete before your next coaching session. Your next session will begin with a discussion of your progress towards those action steps.
There are many additional resources, all designed to enhance your coaching sessions and accelerate your transformative experience.
Oechsli Learning Center™
You will be given access to our Oechsli Learning Center™ — an exclusive resource for coaching clients.
From your desktop, tablet, or smartphone, access the industry’s best courses on affluent selling, professional alliances, intimate social events, elite teams, LinkedIn, Facebook, and more. We’ve also included over 100 role play videos, The Stephen and Kevin Show, digital copies of Oechsli books, and all of our most popular downloads. This cutting-edge tool is only available to our coaching clients.
Research and More
You also have unlimited access to Oechsli Institute’s home office, whether it’s research reports, PPTs, personal guidance, or specific questions – everyone is committed to enhancing your coaching experience.
Also, because access to the Learning Center is included, we find that this is an excellent way to provide additional training for team members.
– It is based on over 20 years of independent ongoing research on affluent investors, elite financial professionals, elite teams, and more recently social media. We know what the affluent are looking for in a financial professional, the marketing to which they respond favorably, and what they don’t like. We also know what the best professionals and teams do to acquire and develop loyal affluent clients.
– It is customized to your needs. Our tools and resources enables your personal coach to work with you in developing a personal roadmap for your coaching experience.
– Financial advisor coaching is a one-on-one personal relationship. Our coaches become a “virtual” team member.
– Our coaches are industry experts. These are not “life coaches” or failed financial professionals. We pride ourselves on having the best coaches in the financial services industry.
– You have access to a plethora of additional resources that have been outlined.
