Every program they conduct, every coaching session they hold, and every training tool they develop is:
Action Oriented: Every program, presentation and coaching session conducted Matt is driven by the principle, “activity drives the dream”. Why? Too many people get side-lined by preparation. The Oechsli Institute gets everyone learning through experience. Because everything is based on current research, The Oechsli Institute is able to identify the right sales and marketing actions, and make certain they are performed the right way. Much of their coaching involves mastering the art of selling to the affluent — skill development.
Research Based: This is what sets The Oechsli Institute apart from other research firms; their coaching and workshops enable them to apply their findings in the real world. Their research has become the foundation of every program; speaking about what the affluent want, and how the elite professionals are able to meet their expectations.
Street Tested: Because their research is ongoing and all their field work is action oriented, The Oechsli Institute is able to test every facet of their findings to ensure their methods are working in the current environment. Every tactic they promote has been proven successful by many hard-working professionals.
A partial client list includes:
- MSSB
- Wells Fargo Advisors
- UBS
- Sotheby’s
- ADT
- Nationwide Financial
- Caldwell Banker Real Estate
- Metlife
- Raymond James
- Linsco/Private Ledger
- The Hartford
- ING
- Waddell & Reed
- Coldwell Banker
- Pioneer Investments
- BlackRock
- IMCA
- Securities of America
- National Mutual
- Prudential
- Northwestern Mutual
- Mass Mutual
- Jackson National
- ScotiaMcLeod
- Royal Bank of Canada
Travels From: North Carolina
City: Greensboro
$5,001 to $10,000