![]() Matt Oechsli. author, Building a Successful 21st Century Financial Practice: Attracting, Servicing & Retaining Affluent Clients |
Summary: Most advisors have heard the same marketing mantras: Look for opportunities to talk about business, deliver that value proposition that positions you as the most interesting person in the room, ask for the order, always ask for referrals, don’t mix business with pleasure, and the list goes on.
![]() Matt Oechsli. author, Building a Successful 21st Century Financial Practice: Attracting, Servicing & Retaining Affluent Clients |
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