How to Build a 21st Century Financial Practice
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Book Details
Author(s)Matt Oechsli
PublisherTotal Achievement Publishing
ISBN / ASIN0965676501
ISBN-139780965676502
AvailabilityUsually ships in 24 hours
Sales Rank996,551
MarketplaceUnited States 🇺🇸
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.