How to Build a 21st Century Financial Practice
Book Details
Author(s)
Matt Oechsli
Publisher
Total Achievement Publishing
ISBN / ASIN
0965676501
ISBN-13
9780965676502
Availability
Usually ships in 24 hours
Sales Rank
#996,551
Marketplace
United States 🇺🇸
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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.
