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The Affluent Mindset
Research from Oechsli found that financial professionals who successfully acquire affluent clients engage in similar activities. By learning these activities, you’ll develop the necessary skills to master the “art form” of affluent sales.
|1||Download The Affluent Mindset workbook|
|2||Identify how many affluent clients you acquired in the last year and compare your results to the results on page 3 of the workbook|
|3||Source 5 names for personal introductions as outlined on page 9 of the workbook|
Oechsli is not an affiliate or subsidiary of Hartford Funds.
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