Ottinger Wealth Sales was founded in Chicago by Bill and Sandra Ottinger in 1999.  Now based in Atlanta, OWS has trained individuals in more than 100 financial organizations nationwide, targeting large and small banks, trust companies, and major asset managers.

Bill Ottinger, Founding Partner

After selling, training and managing in the financial industry for 40+ years, we foresaw the need to improve sales success through a client-focused consultative selling discipline.  From the beginning, OWS’s goal has been to increase individual sales effectiveness in selling to the high-net-worth individuals.  To sharpen those skills, OWS interviewed a number of top-performing salespeople within the financial and fiduciary industry.

  • Why did they abandon the “I talk-you listen” approach?
  • How did they differentiate their organization from competitors?
  • How did they open one-on-one sales calls?
  • What specific questions did these sales professionals ask?
  • How did they position and reinforce targeted solutions?
  • Why did they have such high closing ratios?

The answers provided the core of OWS training and consulting.  Combining our personal sales success with these proven consultative approaches, we designed sales training that increases new business and drives new revenue in a variety of markets and locations.