How to Build a 21st Century Financial Practice - Softcover

Oechsli, Matt

 
9780965676502: How to Build a 21st Century Financial Practice

Inhaltsangabe

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.

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