Oechsli
Coaching and marketing firm for financial advisors and their teams
| Hourly rate range | $90 to $175 an hour |
|---|---|
| Focus areas | Sales teamsSales leaders and managersSales processSales mindsetScaling and growthLeadership and team buildingMarketing |
| Works with | Managers, Founders and business owners and Salespeople |
| Also coaches | Business coach |
| Based in | United States |
| Sessions | Online |
Oechsli is a coaching and marketing firm for financial advisors. It has worked with advisors since 1978. Coaches also work with insurance agents, wholesalers, managers and teams. Clients meet their coach for hourlong sessions twice a month. Each client gets access to the Oechsli Learning Center, which has over 100 role play videos. The coaching draws on over 20 years of firm research on affluent investors and elite advisory teams.
What Oechsli helps with
Oechsli helps financial advisors bring in more assets and build stronger sales and marketing habits. It also helps managers and owners who want to add advisors.
- Bringing in more new assets
- Building daily business development habits
- Selling to affluent clients
- Growing marketing confidence
- Building a strong advisor team
- Adding advisors as a manager or owner
- Moving forward during a career transition
- Improving pipeline quality
Who Oechsli works with
Oechsli coaches financial advisors, insurance agents, wholesalers and managers. It works with individual advisors and small teams focused on growth. It also works with larger teams and top-performing advisors who want deeper implementation. It coaches advisors in transition, and managers or owners who want to add advisors.
How Oechsli works
Clients have structured hourlong coaching sessions twice a month. Sessions mix teaching with teamwork, and accountability runs through each one. Every session ends with action steps to finish before the next, and the next session starts by reviewing them. Clients get access to the Oechsli Learning Center, with courses, role play videos and books. Team members can join sessions, and the client and coach decide how. Coaches are matched to clients by personality, goals, experience, expertise and strengths.
Background and qualifications
Oechsli has helped financial advisors grow since 1978. The firm pairs training with marketing services such as websites, video and content. Its coaching draws on over 20 years of independent research on affluent investors, elite financial professionals, elite teams and social media. Every coach is an industry expert and has finished the firm's coaching certification program. The firm sends a weekly newsletter to 60,000 advisors and produces The Stephen and Kevin Show.
Oechsli pricing
Programs and services
- Financial advisor coaching with two hourlong sessions a month
- Coaching plan for individuals or small teams
- Coaching plan for larger teams and top-performing advisors
- Oechsli Learning Center access for coaching clients
- Websites, video, content and other marketing services
Oechsli reviews
The CoachVouch take
Oechsli has served financial advisors since 1978 and builds its coaching on its own research into affluent investors and elite advisory teams.
Best for financial advisors and advisor teams who want to bring in more new assets and build steady sales habits.
Common questions
How much does Oechsli charge?
Coaching with Oechsli runs $90 to $175 an hour. Message Oechsli from this page for an exact quote.
What does Oechsli help with?
Oechsli helps with bringing in more new assets, building daily business development habits, selling to affluent clients and growing marketing confidence.
Does Oechsli coach online?
Oechsli is based in United States. Sessions are online.
How often do clients meet with their Oechsli coach?
Clients have structured hourlong coaching sessions twice a month. Each session ends with action steps to finish before the next one.
Can my team join the coaching sessions?
Yes. You and your coach decide how to involve team members, whether that is every session or only some. Team members also get access to the Learning Center.
How do I contact Oechsli?
Send Oechsli a message from this page. It's free and takes a minute.
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Last updated September 2026. Request a correction.