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 tweaks in a few key areas can often maximize a team’s potential and increase productivity
Use our simple template for elevating your business by replicating your best client relationships.
Inclusive language is essential to communicating with clients and prospects whose life experiences differ from our own
Maximize the opportunities virtual meetings offer—and overcome the challenges—using best practices
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.
Evaluate your team's performance during the pandemic and use this insight to emerge better and stronger
Facts, Action, Confidence and Empathy: How to communicate effectively with anxious and distracted clients.
Four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
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 the 80/20 rule to retain your best clients and gain new ones
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.