 Elite advisors recognize the importance of being “top of mind” and stimulating word-of-mouth influence by being in the presence of opportunities..”Matt Oechsli, Author, Building a Successful 21st Century Financial Practice. |
The Elite Financial Advisor of 2015
Matt Oechsli | wealthmanagement.com, January 2015
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Summary: Most advisors would love to call themselves “elite,” placing them in the small cadre of advisors that do the right activities the right way and are seeing phenomenal results. But what exactly does this exclusive group look like?
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