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4 Steps to Acquiring Ideal Affluent Clients4 Steps to Acquiring Ideal Affluent Clients

Re-engineering your client base serves two distinct and different purposes. First, it enables you to better service those clients that are generating the lion’s share of your revenue. Second, it frees up time for you to become engaged in those high-impact marketing activities that have proved successful with today’s rainmakers.

Matt Oechsli, Columnist: The Inner Game

August 19, 2010

1 Min Read
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Matt Oechsli

About the Author

Matt Oechsli

Columnist: The Inner Game

Matt Oechsli is author of Building a Successful 21st Century Financial Practice: Attracting, Servicing & Retaining Affluent Clients. www.oechsli.com