Replay Now Available!
Three Keys to Acquiring Affluent Clients
Affluent investors are the cornerstone of a successful practice. Discover proven strategies to attract prospects with assets of $1 million or more.
Join us to hear Stephen Boswell, president and CEO of Oechsli,* discuss:
Date: Thursday, December 5, 2024
Time: 4:00 p.m. ET / 1:00 p.m. PT
Featured Speaker:
Stephen Boswell
President & CEO, Oechsli
Hosted By:
Ryan Sullivan
Vice President, Applied Insights
Hartford Funds