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.

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.

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