The Oechsli Institute

The Oechsli Institute offers a wide range of training options that can be fully customized for your group's time-frame, training needs, and budgetary constraints. We offer keynote speeches, half-day and full-day workshops, teleconference series, and a variety of other programs - all designed for long-term impact. How We Work with Financial Services Firms: Comprehensive Training Programs - We offer customized workshops, teleconferences, tool kits, books and development of internal coaches on the following in-demand topics: Rainmaking/Affluent Client Acquisition - We offer workshops (1/2 and full day programs), Keynote Speeches and Private Rainmaker Weekends. High-Performance Teams - 1/2 and Full-Day Workshops. Building a 21st Century Financial Practice - 1/2 and Full Day Workshops. FastTrack for Growth - Rookie Training Program (Offered in public and private sessions) Example of an Annual Corporate-Level Relationship 15 Becoming a Rainmaker Workshops 4 Two-day Rainmaker Weekend sessions for select groups 2 Elite Wealth Management Team Retreats for top teams 2 FastTrack Coaching Workshops for Managers 1 FastTrack for Growth - Teleconference program for LOS 0-5 Workbooks, handouts and books to maximize the long-term impact of the programs How We Work with Branch Managers: The Oechsli Institute work with Branch Managers all over the US and Canada to increase net new assets year-after-year. Our partnerships have enabled these best-in-class managers to take their branches to higher and higher levels. Here are our most popular options: Conducting branch workshops with an Oechsli Institute Performance Coach. Setting up a customized teleconference or teleconference series. Co-Sponsoring Advisors to our highly regarded Rainmaker Weekends. Co-Sponsoring individual or team performance coaching. Enrolling rookies in our FastTrack for Growth Program.