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The Stephen and Kevin Show
Practice Management>Client Relations

The Stephen and Kevin Show: 5 Affluent Research Takeaways

Oechsli has long been known for the research they conduct on the affluent.

 

In Episode 101 of The Stephen and Kevin Show, Stephen and Kevin walk through some key takeaways from Oechsli's 2022 Affluent Research Report. 

 

Stephen Boswell and Kevin Nichols are partners with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols www.oechsli.com

TAGS: Prospecting High Net Worth
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