How to Build a 21st Century Financial Practice
5 ratings by Goodreads
Language: English
Published by Total Achievement Publishing, 1997
- Softcover
- Used
Seller: HPB-Ruby, Dallas, TX, U.S.A.HPB-Ruby
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Softcover
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- Title
- How to Build a 21st Century Financial Practice
- Author
- Oechsli, Matt
- Publisher
- Total Achievement Publishing
- Publication year
- 1997
- Condition
- Very Good
- Binding
- paperback
- Language
- English
- ISBN 10
- 0965676501
- ISBN 13
- 9780965676502
This book provides you with a well-tested, step-by-step process that enables you to capitalize on today's financial goldmine of affluent investors. The 21st Century Financial Practice model frames the entire process of attracting, servicing, and retaining affluent clients.
"Synopsis" may belong to another edition of this title.
About the Author
Matt Oechsli is President of the Oechsli Institute, a firm specializing in servicing the financial services industry. For more than 20 years, Matt has helped individuals and teams build successful financial advisory practices.
"About the title" may belong to another edition of this title.
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