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 from a premier coaching organization.
Join us to hear Stephen Boswell, president and CEO of Oechsli, discuss:
Date: Tuesday, February 3, 2026
Time: 4:00 p.m. ET / 1:00 p.m. PT
Featured Speaker:
Stephen Boswell
President & CEO, Oechsli
Hosted By:
Amanda Stahl
Managing Director, Applied Insights
Hartford Funds