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:

  • High-impact activities that attract affluent prospects
  • Essential skills for engaging prospects with confidence
  • The mindset that will help you achieve success

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

Oechsli is not an affiliate or subsidiary of Hartford Funds.

The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

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