Latest Photos
Introduction
Research-based organization assisting financial advisors and other professionals with relationship management, personal coaching, and selling to the affluent.
For over three decades, The Oechsli Institute has conducted ongoing studies on both the affluent, in their decision making patterns, and elite advisors in their marketing and sales tactics.
The Oechsli Institute has conducted numerous proprietary studies for major organizations designed to help increase the sales of their distribution forces. In addition to the ongoing research and coaching services, led by Matt Oechsli, The Oechsli Institute has a team of professional speakers who have been delivering over 200 keynote speeches and workshops for years. The Oechsli Institute provides ongoing training and financial advisor coaching for many major firms throughout the world.
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
Nation Mutual
Prudential
Northwestern Mutual
Mass Mutual
Jackson National
ScotiaMcLeod
Royal Bank of Canada
For over three decades, The Oechsli Institute has conducted ongoing studies on both the affluent, in their decision making patterns, and elite advisors in their marketing and sales tactics.
The Oechsli Institute has conducted numerous proprietary studies for major organizations designed to help increase the sales of their distribution forces. In addition to the ongoing research and coaching services, led by Matt Oechsli, The Oechsli Institute has a team of professional speakers who have been delivering over 200 keynote speeches and workshops for years. The Oechsli Institute provides ongoing training and financial advisor coaching for many major firms throughout the world.
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
Nation Mutual
Prudential
Northwestern Mutual
Mass Mutual
Jackson National
ScotiaMcLeod
Royal Bank of Canada
Contact Info
Address:
1005 Battleground Ave.
Greensboro
NC 27408
United States
Greensboro
NC 27408
United States
Tel:
336-273-6582
Website:
https://www.oechsli.com
Offering
- financial advisor coaching
- financial advisor coaching programs
- financial advisor training
- social media coaching
- linkedin training
- affluent sales
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 9am | 5pm | ||||
| Tuesday | Open | 9am | 5pm | ||||
| Wednesday | Open | 9am | 5pm | ||||
| Thursday | Open | 9am | 5pm | ||||
| Friday | Open | 9am | 5pm | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
Meet Our Team (3)
Kevin Nichols
Director of Coaching and Social Media
Kevin Nichols is the Director of Coaching and Social Media at the Oechsli Institute and is a leading expert on Social Media marketing for financial advisors. Kevin has an MBA in marketing, coaches advisors and teams on social media usage, writes The Social Media Advisor blog and a bi-weekly eNewsletter for WealthManagement.com.
Matt Oechsli
President and Founder
Matt Oechsli is a leading authority on attracting, servicing, and retaining affluent clients. He delivers over 200 presentations a year to groups from Sydney to Singapore to Wall Street - bringing his dynamic and practical message to financial professionals, support personnel, and sales management.
Matt has a tremendous media presence as he’s the longest tenured columnist for Registered Rep Magazine (20+ years) and is consistently quoted in the New York Times, Wall Street Journal, and other prominent media outlets.
With an MBA in Marketing from Anna Maria College in Paxton, MA, a BS from the University of Arizona, certification in clinical hypnotherapy, and worked as a counselor of emotionally disturbed youth in New York City, Matt’s background is unique, to say the least.
Matt has a tremendous media presence as he’s the longest tenured columnist for Registered Rep Magazine (20+ years) and is consistently quoted in the New York Times, Wall Street Journal, and other prominent media outlets.
With an MBA in Marketing from Anna Maria College in Paxton, MA, a BS from the University of Arizona, certification in clinical hypnotherapy, and worked as a counselor of emotionally disturbed youth in New York City, Matt’s background is unique, to say the least.
SIMILAR BUSINESSES NEARBY
