How to Build a 21st Century Financial Practice

How to Build a 21st Century Financial Practice image
ISBN-10:

0965676501

ISBN-13:

9780965676502

Author(s): Oechsli, Matt
Released: Jan 01, 1997
Format: Paperback, 251 pages
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Description:

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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