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||Quantify how many affluent clients you acquired last year and compare your results to the research 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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