[quote=jfadvisor]I am independent advisor. I am contemplating hiring a coach. To help me stay focused, Raise assets, new ideas, keep me on the cutting edge, planning ideas for clients etc.

  Of course price is an issue. I am looking to spend some money, but I would like a really good deal for it. [/quote]   This might be a good fit for you.  It wasn't a good fit for me.  The head guy is Ron Carson, LPL's top producer.   http://www.joinpeak.com/

[quote=B24]  I don’t think they are meant to teach someone how to become big, they are meant to help a $1mm producer become a $2mm producer and so on.

 [/quote]   To each his own, but I can't agree with that.  I wish I would have known about Oechsli 10 years ago... I would be retiring today.   What he teaches, in essence, is how to get rid of the awkwardness in meeting new propects, asking for the business, asking to meet friends of your current clients, etc..  All of this, without coming off as a "sleezy salesperson".   It's all really common sense, but our fears and inhibitions trip us up all the time.  What Oechsli provides you is a "framework" of how to think about yourself.  Once you have this framework internalized, you know what to say in every situation.  You know when to be aggressive and when to lay back.  You learn what affluent people are looking for and what their hot-buttons are.    Case in point:  We all know that the best new prospects come from existing client referrals.  Yet Oechsli doesn't think that a referral is the best way.  You should want an introduction to the prospect.  That one little point - introduction, not referral - has made a huge impact on our business.  We are now getting our current clients to introduce us to their friends, family, co-workers, golfing buddies, etc..   I guess if you are a natural "schmoozer" you don't need this kind of training or insight, but we did, and its made a big difference.    

[quote=etj4588][quote=B24]  I don’t think they are meant to teach someone how to become big, they are meant to help a $1mm producer become a $2mm producer and so on.

 [/quote]   To each his own, but I can't agree with that.  I wish I would have known about Oechsli 10 years ago... I would be retiring today.   What he teaches, in essence, is how to get rid of the awkwardness in meeting new propects, asking for the business, asking to meet friends of your current clients, etc..  All of this, without coming off as a "sleezy salesperson".   It's all really common sense, but our fears and inhibitions trip us up all the time.  What Oechsli provides you is a "framework" of how to think about yourself.  Once you have this framework internalized, you know what to say in every situation.  You know when to be aggressive and when to lay back.  You learn what affluent people are looking for and what their hot-buttons are.    Case in point:  We all know that the best new prospects come from existing client referrals.  Yet Oechsli doesn't think that a referral is the best way.  You should want an introduction to the prospect.  That one little point - introduction, not referral - has made a huge impact on our business.  We are now getting our current clients to introduce us to their friends, family, co-workers, golfing buddies, etc..   I guess if you are a natural "schmoozer" you don't need this kind of training or insight, but we did, and its made a big difference.    [/quote] Yeah your paragraphs read like his books do.. Some nice jargon of "introduce" instead of refer.. "internalize framework"... His whole book reads like that... "Find your zen" "harmonize your process" "SUCK MY d***"... He is selling you on reasons to use him and buy his book...

It’s really simple stuff, and many people might not need it, but here’s an example.

  One of my best client's has a brother that is worth about $50M.  This client has been with me for 10 years and our relationship couldn't be stronger.  For years he told me about his brother... telling me I should call him but I never did because I was unsure about how I would come off.  Would the guy be polite and just say something like "maybe sometime I'll meet with you in the future"?  Would he be rude and say "I've already got an advisor" and hang up on me?  If either one of these scenarios played out how would that affect my relationship with my client?  All of these questions bothered me because a referral - which is what I had - wasn't the ideal mechanism.   Now if the guy had a couple of hundred grand, I would just chalk it up to a "no" and move on.  But this guy is liquid for $50M.  I didn't want to blow it.  He's a potential career changer.   Every year, I take my client and his wife out for dinner.  This time, I told my client that he should bring his brother and his brother's wife along too.  "You talk about him all the time, and I've really never got to meet him."  Very non-threatening way to meet the guy.   So they come to dinner and we have a great time.  No business is discussed at all.  He doesn't ask me about my business.  I spend the whole evening listening about how he grew and eventually sold his business.   I wanted to know him on a personal level before business was discussed.  So my goal for that first dinner was to just get the okay to call him sometime.  On the way out of the restaurant, we had about 30 seconds alone, and I said "I don't know how much investing you do, but if I could help you in any way, I would like to earn some of your business".  He pulls me aside and says "Don't be afraid to call me if you have a good idea.  I'm always open to talk".   From there, I was perfectly primed with this guy.  It was very subtle and non-threatening.  Now for full disclosure, I haven't closed him yet.  But this is only because he is out of the country for 5 months a year and we haven't found an attractive investment yet.  But he does take my calls and is always happy to hear from me.   In hindsight it seems ridiculously easy and just common sense.  But back then, the course of action wasn't clear.  Oechsli's book made it clear for me.   Like I said, it's not for everyone and you should do what works for you personally.

[quote=etj4588][quote=B24]  I don’t think they are meant to teach someone how to become big, they are meant to help a $1mm producer become a $2mm producer and so on.

 [/quote]   To each his own, but I can't agree with that.  I wish I would have known about Oechsli 10 years ago... I would be retiring today.   What he teaches, in essence, is how to get rid of the awkwardness in meeting new propects, asking for the business, asking to meet friends of your current clients, etc..  All of this, without coming off as a "sleezy salesperson".   It's all really common sense, but our fears and inhibitions trip us up all the time.  What Oechsli provides you is a "framework" of how to think about yourself.  Once you have this framework internalized, you know what to say in every situation.  You know when to be aggressive and when to lay back.  You learn what affluent people are looking for and what their hot-buttons are.    Case in point:  We all know that the best new prospects come from existing client referrals.  Yet Oechsli doesn't think that a referral is the best way.  You should want an introduction to the prospect.  That one little point - introduction, not referral - has made a huge impact on our business.  We are now getting our current clients to introduce us to their friends, family, co-workers, golfing buddies, etc..   I guess if you are a natural "schmoozer" you don't need this kind of training or insight, but we did, and its made a big difference.  [/quote]   I stand corrected.  As I said, I have never used him, but that was the impression I got from the material I saw.  Sounds like good advice....

Anyone else have any experience with Peak/Ron Carsons coaching service?

I spent some time on the phone with them today talking about their Resource Center service. Seems like a lot of money for a mostly web based service. I asked if they would give me some referrals that i could speak to who were happy with their service and got results, but the answer was, the people who work with us are taught to make the best use of our time, so they would not want to spend the time on the phone with you. I thought that was a bullcrap answer, so I'm inclined to just buy his book "tested in the Trenches" which they say the program is based on, and save myself the few thousand they want me to pay.

[quote=Sportsfreakbob]Anyone else have any experience with Peak/Ron Carsons coaching service?

I spent some time on the phone with them today talking about their Resource Center service. Seems like a lot of money for a mostly web based service. I asked if they would give me some referrals that i could speak to who were happy with their service and got results, but the answer was, the people who work with us are taught to make the best use of our time, so they would not want to spend the time on the phone with you. I thought that was a bullcrap answer, so I'm inclined to just buy his book "tested in the Trenches" which they say the program is based on, and save myself the few thousand they want me to pay.[/quote] I have the book and will sell it to you for a $1 plus shipping in hopes of recouping some of my losses..

[quote=chief123][quote=Sportsfreakbob]Anyone else have any experience with Peak/Ron Carsons coaching service?

I spent some time on the phone with them today talking about their Resource Center service. Seems like a lot of money for a mostly web based service. I asked if they would give me some referrals that i could speak to who were happy with their service and got results, but the answer was, the people who work with us are taught to make the best use of our time, so they would not want to spend the time on the phone with you. I thought that was a bullcrap answer, so I'm inclined to just buy his book "tested in the Trenches" which they say the program is based on, and save myself the few thousand they want me to pay.[/quote] I have the book and will sell it to you for a $1 plus shipping in hopes of recouping some of my losses..[/quote] Thats what i thoguht. I'm gonna buy the book just for the helluvit, and leave it at that.

http://campconnelly.com

  Don Connelly   This guy is awesome and no bullsh*t. His advice will help everybody not just some subset of whatever. When I was just out the door I taped a lot of his stuff and listened to it night and day.