The Oechsli Institute Product Catalogue

2007-2008 PRODUCT CATALOG T H E

O E C H S L I

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800 883-6582 • WWW.OECHSLI.COM

BECOMING A RAINMAKER Becoming a Rainmaker, teaches you how to develop the MINDSET of a Rainmaker, execute the high-impact ACTIVITIES of a Rainmaker, and master the affluent sales SKILLS of a Rainmaker. $29.95

HOW TO BUILD A 21ST CENTURY FINANCIAL PRACTICE Each chapter of this book takes you closer to becoming what high net worth clients want, a go-to financial quarterback who can skillfully coordinate the multidimensional aspects of their finances. $29.95

MASTERING HIGH NET WORTH SELLING This book teaches the techniques you need to keep your pipeline full of high net worth prospects. Learn how to stay on your critical path of doing the right activities at the right time, and in the right way. $29.95

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800.883.6582

FAST TRACK COACHING This book synthesizes more than 20 years of experience with coaching financial professionals through a step-by-step process that is directly linked to building a 21st Century Financial Practice. Never before has performance coaching been specifically tailored to the financial services industry. $89.95

WINNING THE INNER GAME OF SELLING Research has shown that up to 90% of performance in selling comes from the "inner game."

Self confidence and the ability to overcome fear will allow you to reach your earning potential.

Let Matt teach you step by step how to win the "inner game" and increase your earnings. $17.50

INTANGIBLES PROCESS The first complete system linking Marketing, Selling, and Servicing. The landscape of financial services is changing dramatically as we charge into the 21st. Century. This important book will help you become the "goto" person who can articulate your value so succinctly that people ask, "When can we get started?" rather than, "How much?" $39.00 WWW.OECHSLI.COM

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800.883.6582

PERSONAL PERFORMANCE COACHING T H E

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Consultants to the Financial Services Industry • Research Based • Action Oriented • Street Tested

Our Personal Performance Coaching provides one-on-one support from an Oechsli Institute certified coach. We work with individuals and teams who want to improve their ability to attract, service, and develop loyal affluent clients. Our clients work in collaborative relationships with their Oechsli Institute certified coach, they are committed to action, and eager to experience serious growth.

Enroll In Our Coaching Program And...

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Master the Rainmaker’s high-impact marketing activities.

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Learn Rainmaker Best Practices.

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Work with an accountability mechanism that enables you to take more action, think big, and get the job done.

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Refine your Rainmaker skills.

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Activate the Rainmaker’s Achievement Cycle.

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Discover new ideas, approaches, and directions.

Our Coaching Program Includes:

$4,995 AND UP “ You’ve shown us how to position

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6 months of coaching services – one 45-60 minute session per week.

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One of our In-a-Box packages (a $495 value).

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Complete access to The Oechsli Institute research and tools.

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The option to begin with a full day in-person session.

ourselves as “Go-To” Financial Quarterbacks. We’ve brought in $10 million in the past two months. Thanks!” ~ JF, California

101 SERIOUS MONEY SELLING TIPS For those financial advisors and planners who are looking to improve their selling ability. Includes many tidbits from our ongoing affluent research. $9.95

101 TIPS FOR COACHING FINANCIAL ADVISORS Great ideas on how to better coach Financial Advisors, founded on the idea that there’s one purpose for coaching - to improve performance. $9.95

101 TIPS FOR BECOMING A PREFERRED WHOLESALER A wealth of tips on becoming a preferred wholesaler. Learn what advisors want from a preferred wholesaler relationship and how you can position yourself to deliver it. $9.95

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800.883.6582

PERSONAL FINANCIAL ORGANIZER Includes the binder, tabs, and step-by-step instructions on how to incorporate this tool with your top clients. This 2-1/2" black binder is turned and stitched with Personal Financial Organizer embossed on the front.

Binder with Tabs Binder only Tabs only

THE ART OF SELLING TO THE AFFLUENT Want more affluent clients faster? Let the secrets of attracting and keeping wealthy clients in this step-by-step guide show you how. Here are the 12 Commandments of Affluent Selling - the Do's and Don'ts of initial contact, the sales presentation, and critical service issues.

Book Book on CD Book & CD Combo

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$26.95 $49.95 $64.95

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800.883.6582

$49.95 $39.95 $14.95

RESEARCH REPORTS

2003 Creating a High Performance Wealth Management Team

$29.95

2003 Maximizing the Value of Preferred Wholesalers

$29.95

2004 How the Affluent Make Major Purchasing Decisions

$29.95

2004 Wholesaler Best Practices

$29.95

2005 Attracting Affluent Clients

$29.95

2006 Rainmaker Best Practices

$39.95

2006 Wholesaler Best Practices

$39.95

2007 High Performance Wealth Management Teams

$49.95

2007 Understanding the Affluent

$49.95

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800.883.6582

RAINMAKER STUDY GROUP T H E

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Consultants to the Financial Services Industry • Research Based • Action Oriented • Street Tested

By popular demand, we are introducing a Rainmaker Study Group.

This program provides ongoing feedback, accountability, and support to ensure you’ll stay on the Rainmker’s Critical Path for the next 12 months and beyond. Join us and...

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Become a Master Rainmaker!

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Bring in 15 or more new affluent clients this year!

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Maximize the value of the Rainmaker Weekend.

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Let us keep the “gun to your head”.

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Continually refine your affluent sales & marketing skills.

Rainmaker Study Group Includes: •

Two Monthly Rainmaker Teleconference Calls: ~ Idea Generation Conference Call with Matt Oechsli ~ Group Accountability Conference Call

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Rainmaker Quick Tip Emails

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Weekly Personal Accountability

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Unlimited Access to Oechsli Institute Research and Tools

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Special Access to our Financial Advisor Forum

Become A

Rainmaker

Rainmaker Weekend Graduates Only!

$249 PER MONTH For a 12 month study group.

WEALTH MANAGEMENT TEAM IN-A-BOX New for 2007, this package provides you with a complete and comprehensive SYSTEM to help you build a Wealth Management Team to target affluent clients. This package includes everything you need to build a high performance Wealth Management Team...

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6 Workbooks CD audio introduction for each workbook $495 Personal Financial Organizer with tabs How to Build a 21st Century Financial Practice book 2007 High Performance Wealth Management Team Research Report

21ST CENTURY FINANCIAL PRACTICE IN-A-BOX 21st Century Financial Practice In-aBox provides you with a complete and comprehensive SYSTEM to help you build a successful financial practice targeting affluent clients. This package has it all …

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6 Workbooks CD audio introduction for each workbook Mastering High Net Worth Selling book 101 Serious Money Selling Tips 2005 Attracting Affluent Clients Research Report Personal Financial Organizer with tabs

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800.883.6582

$495

BECOMING A RAINMAKER IN-A-BOX Everything you need to become a Rainmaker - In a Box! Learn the MINDSET, ACTIVITIES, and SKILLS of a Rainmaker in this action-packed tool set. We even included our acclaimed Personal Financial Organizer!

Includes: • Becoming a Rainmaker book • Rainmaker Weekend Workbook (130+ pages) • Rainmaker Quickstart CDs • Personal Financial Organizer with tabs • 101 Serious Money Selling Tips booklet

$249

THE ART OF SELLING TO THE AFFLUENT - DVD PACKAGE This package includes over six hours of live video from a 1-day Art of Selling to the Affluent Seminar. This package is a crash course on the affluent - with specifics on how to attract, service, and retain them. Master the critical path method of high net worth prospecting!

Includes: • The Art of Selling to the Affluent Workbook • The Art of Selling to the Affluent Book • The Art of Selling to the Affluent Seminar DVD • 101 Serious Money Selling Tips booklet

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Package

$395

DVD Only $249

800.883.6582

WHOLESALER IN-A-BOX Everything a wholesaler needs to build their business to become what our research revealed will be the preferred wholesaler of financial professionals in the 21st century:

• 8 Learning Modules • Two Oechsli Institute research projects • The Media Presentations for each

$235

Learning Module.

FAST TRACK COACHING KIT Everything a branch manager needs to master the art of performance improvement through coaching.

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Benchmarking tools for the manager and financial advisors.

Master the psychology of performance.

Apply the dynamics of teams to coaching situations Learn to use FastTrack Action Agreements

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800.883.6582

$235

WEALTH MANAGEMENT TEAM ASSESSMENT T H E

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Consultants to the Financial Services Industry • Research Based • Action Oriented • Street Tested

Take the guess work out of High-Performing Teams. An industry first, The Oechsli Institute 2003 – 2007 research allows you to benchmark every aspect of your Team’s performance against the Best Practices of the industry’s top Wealth Management Teams.

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Assess your Team’s current performance.

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Evaluate re: 15 Team Performance Factors.

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Get personalized, practical Team action plans.

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Based on comprehensive independent research on Teams from 2003-2007.

Improve Your Team’s Performance •

Have your financial results analyzed for the last 12 months including: ~ New affluent clients ~ Production growth ~ Affluent client retention

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Receive practical recommendations on how to improve on each of the 15 Performance Factors.

INTRODUCTORY OFFER

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Get a fully customized report on YOUR Wealth Management Team.

$199

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Determine your Team’s stage of development and learn how to quickly move on to the next stage.

FINANCIAL PRACTICE PROFESSIONAL ASSESSMENT Enables you to benchmark your current business, identify critical performance gaps, define development priorities, and establish a 12-month plan to improve your ability to attract, service, and retain high net worth clients. $19.95

WEALTH MANAGEMENT TEAM PROFESSIONAL ASSESSMENT Enables you to benchmark your current practice, identify critical performance gaps, define development priorities, and establish a 12-month plan to improve your Wealth Management Team’s ability to attract, service, and retain high net worth clients. $19.95

WHOLESALER PROFESSIONAL ASSESSMENT This professional assessment enables you to identify Performance GAPS that currently impact your efforts to build preferred Wholesaler relationships -- based on the 14 criteria from our 2002 research. $19.95

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YOUR FINANCIAL ADVISORY TEAM GUIDELINES Includes a quick team self-assessment tool, guidelines for organizing your team, the 12 commandments of successful teams, tips for conducting effective team meetings, a template for drawing up a Team Agreement (not a legal document), and guidelines for developing a team compensation agreement. $22.95 COACHING ROLES PROFESSIONAL ASSESSMENT Enables you to benchmark your current approach to coaching, identify critical performance gaps, define development priorities, and establish a 12month plan to improve your ability to coach financial advisors and teams in their efforts to build a successful 21st Century Financial Practice. $19.95

BRANCH MANAGEMENT SUCCESS PROFESSIONAL ASSESSMENT Enables you to benchmark 15 important dynamics of branch management success, select development priorities in each area, and establish a 12-month plan to improve the people, processes, and performance of your branch. $19.95

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800.883.6582

Rainmaker Weekend T H E

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Bring in 15 New Affluent Clients This Year!

Rainmaker Weekends are 2-day action packed workshops for Financial Advisors who are serious about growth. Join us and learn the MINDSET, ACTIVITIES & SKILLS of a Rainmaker. Based on 7 years of comprehensive research.

Orlando, Florida May 2nd and 3rd • 8:30 - 4:30pm Learn How To •

Identity and find affluent prospects who are “In Transition.”

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Provide a high level of personalized service to your affluent clients.

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Served as the “Go-To” Financial Coordinator to the affluent.

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Seamlessly sell your services.

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Generate ongoing affluent introductions and referrals.

$1,495SO PER PERSON CONTACT US ABOUT PRIVATE RAINMAKER WEEKENDS! Group Discounts by Phone Orders Only

Now Get 12 Hours of CFP CE Credits!

Two People

$1,395 per person

Three People

$1,295 per person

Four+ People

$1,195 per person