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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.

Small Team Changes, Big Results

Minor adjustments can be surprisingly effective

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

How to better connect with people of all backgrounds

The Show Must Go On-line

How to engage remotely

Mastering LinkedIn

Learn how advisors 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 advisors: the number of referrals received in the past year. Find out the secrets of advisors who’ve used WOMI to bring in 10+ new clients a year.

From Crisis to Team Continuity

How to discover and apply what you learned about your team during the pandemic

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

How to Build Communication Skills to Connect Quicker With Prospects and Clients

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.

The Affluent Digital Code

Online Strategies to Acquire High Net Worth Clients

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.

Dr. Elko's Power of Connection

Weekly motivational messages and ideas to build deeper client relationships.

Time Management for Advisors

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.