How to Build a 21st Century Financial Practice
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Book Details
Author(s)
Matt Oechsli
Publisher
Total Achievement Publishing
ISBN / ASIN
0965676501
ISBN-13
9780965676502
Marketplace
France 🇫🇷
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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.
