![]() Matt Oechsli, author, Building a Successful 21st Century Financial Practice: Attracting, Servicing & Retaining Affluent . . |
Summary: NEW YORK CITY — “I don’t mean to sound cynical, but this is New York and people don’t fall for B.S.,” Josh professed as he segued into his real question, “Let’s face it, we’re all just stockbrokers, with similar platforms and similar products. How in the world can you really differentiate yourself from the thousands of advisors in the metropolitan area?”
![]() Matt Oechsli, author, Building a Successful 21st Century Financial Practice: Attracting, Servicing & Retaining Affluent . . |
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