How to Build a 21st Century Financial Practice

by Matt Oechsli

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.

Paperback

Published January 1, 1997

Reviews

[Timothy James Goodkey · Rating 4 out of 5]

Pretty good reference for a financial planner