Gallery: Six Affluent Prospect Profiles You Must Know

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on Sep 5, 2013

Interesting, but I've rarely seen anything in the wealth management press as condescending toward clients. Oechsli Institute lost a great deal of credibility with this one.

on Sep 5, 2013

No disrespect intended. The reality is that clients come in all shapes and sizes. Some are warm and fuzzy and others are jerks. The idea behind this article is to help advisors put structure around the follow-up process by recognizing our differences as human beings and adapting the marketing tactics accordingly.

on Sep 5, 2013

I disagree, I thought it was very interesting and helpful. As this is my primary way of gathering clients and assets, any advise to help me establish better relationships is good.

on Sep 5, 2013

Thanks! Glad to hear you're having success with intimate events!

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