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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:
Featured Speaker:
Stephen Boswell
President & CEO, Oechsli
Hosted By:
Amanda Stahl
Managing Director, Applied Insights
Hartford Funds