Working with the Oechsli team over the last year has been one of the best professional decisions I have ever made. Their coaching content in concert with the professional coaching sessions has allowed me to significantly gain clarity with my business objectives and put solid systems in place to grow my business. Nahum and Cody were fabulous to work with throughout the process of designing, building, and launching my website. Once my website was built, Christina has been invaluable in building my brand through social media and delivering content that consistently brings attention and compliments my way.. I cant wait to broaden my relationship and take advantage of even more Oechsli services in the future. They are simply a FANTASTIC team!

My firm partners with Oechsli on a variety of virtual events for our financial advisor clients. Stephen Boswell is a frequent guest speaker at our events and presents on valuable topics relevant to our clients. He is engaging, insightful, and a value-add to our events. I also have to recognize Rachel – she is extremely responsive and helpful in the event planning process. I really enjoy working with her. Thank you to the team at Oechsli for being such great partners!

I have been an Oechsli client for a few years now. They run my social media and it has been so wonderful to have such a great partner in Christina. We strategize, work on wording and she brands all of my communication. They are a great value add to my practice and fun to work with. They are on top of trends and adapt where necessary. I never have to worry about my online presence because Christina’s work allows me to make the first impression that fits who I am. I love them!

I began my partnership with Oechsli last year during the height of the pandemic as I saw great opportunity to grow my business if I was willing to “pivot” and set myself apart from other advisors. Since life came to a what felt like a screeching halt I decided I wanted to produce videos to add value to my clients and prospects. I received this box on my doorstep that literally changed everything in my business. Every part of the process has been made so easy for me by the partnership with Oechsli. The process for filming is broken down into quick segments easy for anyone to incorporate into their videos. My interaction with every employee has been amazing. The team continues to surprise me with their commitment, dedication, collaboration and attitude about my success as an advisor. The fact that they know the inner workings of the investment business and compliance makes this partnership even better. Oechsli takes the “stress” out of the content creation and allows me to deliver great value to my audience.

Oechsli has made my videos so much better. Ive been doing self videos for some time but Oechsli adds a whole new element. They add video clips to support my discussion and text to make it easier to follow. Best thing thats happened to my videos! And there is no doubt this is the wave hitting the industry right now.

I began working with Oechsli using their video and coaching services. I was so impressed with the content, professionalism, expertise in financial services that I began to look at the other services they offered. I decided to add the social media content and website service. What I love most about Oechsli is how they simplify my life. I am able to “outsource” these marketing tasks to free up my time to do what I do best - meet with clients and prospects. My interactions with Oechsli’s team is always exceeding my expectations. I truly feel like they are “invested” in my success as an advisor! I am so grateful for this decision to invest in my business with experts in my industry!

Youre in the right place for performance coaching. Do you want to transform yourself into the best financial advisor you can be? Ive been coached by Greg Blackwell a performance coach with Oechsli for just over a year and the transformation is real. As a consequence ALL of my skills have improved. Oechsli coaching is the best gift you can give yourself and your clients.

The team at Oechsli have completely transformed the way our firm communicates with our clients and general public. Their video programs and editing capabilities are simply top notch. Whenever we meet a new prospect, the first thing they tell us is: we love your videos. I highly recommend engaging with the team at Oechsli!

Ive been working with an Oechsli coach for about 2 years now. Working with my coach at Oechsli has been one of the most valuable experiences of my professional career. With their help, I have been able to increase the value of my work and significantly progress in my career. I would highly recommend them to anyone that wants to further their careers in a meaningful way and find innovative methods to improve their business.

Ive been working with Larry at Oechsli for 8 months. It has been a worthwhile investment in my development. Larry helps me to resolve my outstanding problems, reaffirm my values and goals, and identify opportunities to grow. It helps me to consistently improve. I should mention that I met with a few different coaches at Oechsli before finding the right fit. I would recommend this performance coaching to anyone trying to improve.

I have been working with Scott and the Oechsli team for several months and it has been a great experience. Scott has been very patient in making me look my best. I was new to the social media platform and had no idea what I was doing but the Oechsli process is very easy. Film the video with their scripts and send it to the experts where they will give it some love and attention with editing and graphics. Oechsli helps me create value for my clients and prospects.

The team at Oechsli have been awesome to work with! Their knowledge on overall marketing/communications and, more specifically, social media has been phenomenal and refreshing. We love the fact that their marketing is not boring and traditional; moreover, they are unique and innovative in their approach, which is exactly the approach we take in our wealth management practice, so we have hit it off big time! Highly recommend their services!

Our team has been working with Oechsli for several years. Social media isnt always the easiest to manage but our team, Christina and her social team keep us current and help us communicate. Oeschli helped us with our first team video and the experience was fabulous. I have many comments on our social media graphic. They are easy to communicate with and make my job of keeping up on social media very easy. We look forward to continuing our work with them into the future.

We have enjoyed working with Oechsli and they have always been a huge help on our social media and online advertising projects. They are always responsive and great at what they do, as well as always coming up with new things we can implement. I would highly recommend their team!

Working with a coach at Oechsli has been very helpful and enjoyable these past two years. Oechsli matched me with a great coach, Steve Pappaterra, who has helped in a range of ways: swiftly transformed my presentation style, provided situational advice on upcoming meetings, and many topics in between. Those in-between topics include improving our teams’s marketing to centers-of-influence, keeping our pipeline full, and ensuring our team’s communication is functioning at a high-level. Overall, if you believe in life-long learning and getting the most out of yourself, then working with an Oechsli coach should be a consideration. It’s been a worthy investment in my practice.

Our firm uses Oechsli for social media and video. We love how they specialize in working with Financial Professionals and are very familiar with our industry. Oechsli has been a pleasure to work with and weve received great feedback from everyone on our team who uses them. Investing in their services have helped their business exponentially. Thank you Oechsli!

I have personally worked directly with Oechsli for about 2 years now. Over that time period, I have received the best possible help managing my social media profiles. The graphics have been fantastic, the campaign planning has been extremely helpful, and the customer service provided by Christina Hollaway has been phenomenal. I highly recommend Oechsli to anyone looking to further their social media presence and impact.

I highly recommend this Oechsli group for any of your website and Social Media needs. They have given us a very nice presence , and many good ideas. They are very professional and responsive to our requests. Special thanks to Delaney and Christina!Mitch CokerFirst Family Wealth

Oechslis social media team has vastly improved my content, while the coaching team has changed how I interact with clients in a positive way. The entire team is responsive, caring, and passionate about what they do. Special thanks to Chrissy, who goes out of her way to keep me informed, and is an excellent sounding board when it comes to creative advice.

I have really enjoyed working with Ellie and Oechsli on my social media content. They have made the process very easy and I have already seen an uptick in the views of my posts. Looking forward to continuing the process.

David Lezcano at Oechsli has been incredible for myself and my team. I could not recommend them enough. Their knowledge, service, and communication is really a tremendous value that I feel eventually gets poured into our clients. I could not be more appreciative.

Oechsli Services have been great, I have had regular coaching for a year and both the strategic and tactical advice has helped both personally and at the business level. Id recommend them to any financial adviser wishing to grow their business.

I have done a few videos with Oechsli and they have turned out great. They do a great job editing the video how you want it. All I have to do is send in the footage and they make it look professional.

I am very impressed with the people and service at Oechsli. They do a wonderful job of helping us communicate better with our community. Highly recommend them!

Ive used other marketing firms in the past and found their service and content to be cookie cutter. Oechsli, in contrast, is anything but -- a high level of customization and very personalized service. A tremendous value.

Working with Oechsli has been a huge help to our firms marketing initiatives. Our Social Media engagement continues to increase and Oechsli makes the entire process extremely painless for us. They are incredible to work with and we look forward to continuing to grow our relationship with them!

I have been very impressed with the flexibility Oechsli has created with my posts. They have great ideas and they help keep my top of mind with the public. I’m glad I’ve found them!

Fred DeFilippo has been my Oechsli coach for 18 months and his coaching and guidance has been a one of the primary reasons that 2020 was my best year in 33 years of business. 2021 is on track to be better. Fred and Oechsli are highly skilled in helping advisors grow their businesses and I highly recommend them.

Maddy Clement and the team at Oechsli have done a great job professionalizing my social media strategy, and getting better results. They save me time, money, and let me focus on what truly matters to our practice - OUR CLIENTS!

Every business owner can benefit from some outside perspective - we have received amazing coaching and advice as we have worked with Greg. He has walked alongside us for the last year, providing the wisdom that can only come from decades of experience in all facets of the business. Each conversation is rich with ideas and practical takeaways, and we thoroughly enjoy our relationship with him both professionally and personally.

Worked with Greg Blackwell of Oechsli for a few years now. Greg has transformed my new business efforts: he helped me build a repeatable process, he helps me script and roleplay to build skills, and he gives me positive encouragement when I need it and pushes me when I need it. As a result, my prospecting activity has skyrocketed and I am regularly closing on very attractive new business. For financial advisors looking for business development help, call Oechsli and ask to work with Greg Blackwell!

We have worked with our Oechsli coach, Fred DiFilippo, for a couple of years now and we couldnt imagine doing this without him. As needed he is: coach, mentor, confidant, mediator, expert, trainer and he holds us accountable. Highly recommend..

Oechsli consistently proves their interest in our success by the sincerity in which they service our business. Technically, they help us with social media content and strategy. In reality, the relationship transcends social media. Every month we are guided through the vast world of digital marketing with a unique blend of expert knowledge and the care of a close friend. Christina Hollaway constantly pushes us to innovate in ways we could never have envisioned on our own. If you are interested in more people being aware of your firms mission, look no further than Oechsli to help you realize that vision.

We’ve been working with the Oechsli institute for almost 2 years now and they without a doubt have taken our marketing to the next level. Having the foundational skills they provided has allowed us to be creative and playful with videos and social media posts and given us the space to try new things knowing that we have the technical expertise we need to make everything look professional.

Working with Rachel and the Oechsli Institute have been an absolute pleasure. My firm has hosted a number of seminars with the Oechsli Institute and we cannot be happier with the content and feedback we receive after each seminar. I am confident we will be using their services again.

My partner and I began working with Steve Pappaterra last year. He has become a tremendous addition to our practice. He has been able to help us in a variety of areas of the business from marketing and growing the practice to HR and operations. The experience and our results since working with Steve have exceeded our expectations.

Working with Oechsli ensured we had quality, professional and attractive social media content front and centre, with minimal effort. Weve enjoyed working with their team.

Oechsli is terrific to work with. Their responsiveness to questions and concerns is first-class. They really understand how to support Financial Advisors by providing resources and content that gives FAs the capacity and confidence to serve their clients and communities at an extremely high level.

Oechhsli, and in particular Cody and Nahum, worked with us to revamp and update our website. After the initial design presentation, they were very accommodative in doing web page redesigns. They were also able to incorporate custom photography and updated personal profiles of our team members. We held many phone and screen sharing sessions going over edits and changes to the website. They were always very responsive to the changes and incorporated them into the website on a timely basis. The new website is also oriented so it can be viewed on many different devices.

We have been working with Steve for almost a year now and the results have been fantastic. Not only has he done a great job of helping us create better systems and organization but our business has had significant growth working together as well.

Oechsli has been great at helping grow my online presence. They are professional and timely with their services! 11/10!

I have been working with Oechsli for about a year now and the service and staff are amazing. Great firm to work with. People who really care.

I have been working with my coach Steve P. for the last year and hes been helpful in keeping me focused on ways to grow my practice and keep me accountable. Even with the challenges of Covid, hes helped me thing of ways to connect and improve my business as we continue to grow an find new opportunities.

Solid content library and personal coaching guidance to keep us focused on the most impactful activities. The workshops are also very useful in understanding best practices.

Enjoy working with Ellie as she is very responsive to my requests, love the creative she has put together for me so far, and she is a pleasure to work with. Expect this will definitely increase my social media engagement.

Oechsli has been great in helping me build out the video portion of my firms marketing efforts. They really make the process easy and efficient to create high quality videos

Creating compelling video content can be challenging. Oechsli removes many of the barriers and is a great support team for our video marketing efforts!

Great group of people to work with...they have amazing creativity and have helped me have more impact with my efforts so their guidance and expertise is invaluable!

Cody Holloway has helped me edit my website and his responses have been very timely, accurate and helpful.Bruce Brodie

The service and tailored content Oechsli creates is top notch. They are easy to work with, responsive, professional and fun.

Dave is a great coach and I have learned a lot even though I haven’t been in the program for a month yet. The resources available are also quite informative and will help improve anyone’s practice.

Oechsli has been a great partner in developing our social media presence. Highly Recommended.

Oechsli provides an outstanding benefit to my business. They are always there when I need them and I have drastically increased my business directly from their work.

I have made a video a month for nearly a year. Found my stride. In addition to editing and production, Oeschli has offered tips on how to improve the videos, as well as the likelihood it gets clicked and watched in full. Having relevant, and short, scripts helps reduce time and ensure concise talking points. We have found the topical choices of scripts in the library to be relevant and rarely have executed by doing something custom. The cost relative to the service seems reasonable. In terms of ROI, we have gotten good traction and feedback from current clients and COIs. Videos have been a good way to connect during COVID era, and in light of succession plan transition of advisors on the team. And we have brought on a new client who picked up the phone to call us after watching a video.

My experience with Oechsli Mobile has been fantastic! They are easy to work with, high quality and they make the video making process very easy for an investment advisor like myself.....I would highly recommend them for your video editing and production needs.

As a FA-CFP for past 33y, I have found Greg to be excellent in providing timely information-guidance related to our profession. I my opinion, he is a top-performer in his field!

High quality ads and quick response time when I have questions.

Oechsli has done an incredible job in creating engaging content for my social media platforms (FB, Insta, LinkedIn). I couldn’t be happier!

Oechsli is a wonderful company and we have enjoyed working with them! Highly recommend!

These people KNOW their stuff. The attention to detail, client communication, and compassion are second to none!

Very responsive and quick to make any changes.

Absolutely awesome experience! FIRST class organization!

Great group of people to work with!

The Oechsli Institute has proven their worth as a trusted partner to our firm. We like the fact that their advice is rooted in research on the affluent client and their team members are very responsive to our needs. They work WITH us!In our opinion, they are at the forefront of advisor marketing and consulting with great leadership from Stephen Boswell and Kevin Nichols.We highly recommend.

Very easy to work with!

They listen to you. They help you craft and deliver a message. They call you back when you need something. Just sign up already.

Over the years, I have engaged the Oechsli Institute in both Coaching and Marketing. I have been very impressed with their team on all aspects. They are incredibly professional, forward-thinking and in the end, deliver results.

I have been very impressed with The Oechsli Institute. Not only do they assist me with marketing, they do it in a way that is customized to me and my values.