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Practice Management

Practice management to help you grow efficiently

We partner with practice management experts to bring you proven, practical tools to help you grow and operate a more efficient practice. Our advisor consultants can help you apply these strategies through one-on-one guidance, group events, and advisor workbooks. We also offer continuing education courses for CFP, CPE, and CIMA credits.

From Zoom to Room

How to Prepare for In-Person Events and Optimize Client Communication

Small Team Changes, Big Results

Small tweaks in a few key areas can often maximize a team’s potential and increase productivity

The Science and Psychology of Goal-Setting and Goal-Getting

Use our simple template for elevating your business by replicating your best client relationships.

How to VALUE Inclusive Language

Inclusive language is essential to communicating with clients and prospects whose life experiences differ from our own

The Show Must Go On-line

Maximize the opportunities virtual meetings offer—and overcome the challenges—using best practices

Mastering LinkedIn

Learn how financial professionals use LinkedIn to bring in business.

Word of Mouth

Word of Mouth Influence (WOMI) can help you get referrals without asking for them. It involves getting your clients to tell others about your services. The Oechsli Institute uses a simple, yet powerful metric to measure WOMI with financial professionals: the number of referrals received in the past year. Find out the secrets of financial professionals who’ve used WOMI to bring in 10+ new clients a year.

From Crisis to Team Continuity

Evaluate your team's performance during the pandemic and use this insight to emerge better and stronger

Never Stop Prospecting

Why it’s always a good time to find new clients

How to FACE Adversity

Facts, Action, Confidence and Empathy: How to communicate effectively with anxious and distracted clients.

Communicating to Connect

Four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects

Why Many Teams Struggle (4 Ways to Improve Team Efficiency)

Learn how to plan effective team meetings, determine whether you have the right people in the right roles, and decide if it’s time to add or replace a member.

The Affluent Mindset

Learn research-proven methods to help you master affluent client acquisition.

How to Win the Game Before It's Even Played

Learn how to simplify your daily priority list in minutes, avoid distractions, and make more time for the things that matter most.

The Affluent Digital Code

Online Strategies to Acquire High Net Worth Clients

Dr. Elko's Power of Connection

Weekly motivational messages and ideas to build deeper client relationships.

Time Management for Financial Professionals

Replace dated time management strategies with focus management to improve the health and growth of our business.

The Pillar System

Use the pillar system to simplify your strategy and magnify your results. A strategy to cut through the clutter and move you toward clarity, simplicity, and most importantly…results.

Creating a Practice By Design, Rather Than By Default

Use the 80/20 rule to retain your best clients and gain new ones

Growth Strategies

Drive new business by focusing on the types of clients you serve best.

Personal Branding for Women Advisors

Female advisors can create a powerful personal brand with a simple yet purposeful action plan.

Webinar Replay:


Webinar Replay: How to Respond to a Post-Pandemic Environment  lock

As we’re emerging from the pandemic, many advisors are wondering how to adapt their practices. It’s hard to know the answer, because the next normal is still taking shape. Insights from the ...

The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.

Dr. Kevin Elko serves as a consultant for Hartford Funds. His statements are not representative of Hartford Funds.