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Matt Oechsli | Sep 30, 2022
Interested in acquiring more affluent clients? If so, you need to understand today’s post-pandemic affluent investor. Our 2022 research project, fielded in June 2022 on 1,002 investors, has identified five affluent trends.
These post-pandemic affluent investor trends aren’t rocket science. On the surface, they feel like common sense. But common sense isn’t always common practice. Execute and track your activities and you’ll capitalize on today’s post-pandemic affluent opportunities.
Matt Oechsli is author of Building a Successful 21st Century Financial Practice: Attracting, Servicing & Retaining Affluent Clients. www.oechsli.com
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