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.
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.
How to discover and apply what you learned about your team during the pandemic
Facts, Action, Confidence and Empathy: How to communicate effectively with anxious and distracted clients.
How to Build Communication Skills to Connect Quicker With Prospects and Clients
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.
Learn how to simplify your daily priority list in minutes, avoid distractions, and make more time for the things that matter most.
Weekly motivational messages and ideas to build deeper client relationships.
Replace dated time management strategies with focus management to improve the health and growth of our business.
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.
Use our simple template for elevating your business by replicating your best client relationships.
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.