Programs

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Becoming A

Rainmaker

“We brought in $29 million last year thanks to your Rainmaking tactics.” ~ Jeff Fong, San Jose, CA

Learn the mindset, activities, and skills of real Rainmakers - BASED ON 7 YEARS OF COMPREHENSIVE RESEARCH. Our studies on Attracting Affluent Clients and Rainmaker Best Practices uncovered how elite advisors remain far ahead of the competition. On average, the subjects of our study brought in 17.7 new relationships last year totalling $37.7 million. This could be you!

LEARN HOW TO: •

Identify and find affluent prospects that are “in transition.”

Get face-to-face with affluent prospects

Articulate your Value Statement with clarity and conviction

Know exactly what to do during your face-to-face encounter

Position yourself as the “Go-To” Financial Coordinator to the affluent

Build the Big 3: trust, value and respect

Seamlessly sell your services

Master the mini-close

Generate ongoing affluent introductions and referrals.

CONTACT US:

Skillfully use reverse Psychology

The Oechsli Institute offers a wide

• •

Clinch long-term relationships with affluent clients Keep your affluent prospect pipeline full

range of performance enhancement services including:

Bring in 15 ideal affluent clients or more in the next 12 months

• Coaching

Learn the Best Practices of Rainmakers

• Customized Seminars • Keynote Speeches • Customized Research Projects

“$77 million in new assets with $40 million in the pipeline is a testimony to your Rainmaking tactics.” ~ Glen Strauss and Jonathan Lewis, Los Angeles, CA

4 WAYS TO BECOMING A RAINMAKER: BRING IN 15 NEW AFFLUENT CLIENTS THIS YEAR •

Keynote Speeches

Seminars and Workshops

Rainmaker Achiever Groups

Becoming a Rainmaker: Creating a Downpour of Serious Money

• Wealth Management Team Coaching To learn more about the services we provide call The Oechsli Institute or visit us on the web.

1-800-883-6582 www.oechsli.com

THE

OECHSLI INSTITUTE


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