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2017 Oechsli Institute Research

Mastering Affluent Client Acquisition

The Affluent Mindset

Research from the Oechsli Institute found that advisors 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.



  • How to—and how not to—get a personal introduction to affluent clients
  • Find out why intimate client events are so effective for acquiring affluent clients, then learn a script that gets them to attend
  • Learn The Oechsli Institute proven mix of activities that bring in affluent clients

High-impact activities that really work

Matt Oechsli and Stephen Boswell explain the type of marketing that generates new business.

Next Steps

  1. Download The Affluent Mindset workbook
  2. Contact your Hartford Funds Advisor Consultant about creating solid plan to attract affluent clients using proven techniques
  3. Want to learn how to apply these insights to your practice? Send us your email.


The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.