Marketing Tactics of Elite Advisors - Sterling （营销策略的精英顾问英镑）.pdfVIP

Marketing Tactics of Elite Advisors Prepared by Matt Oechsli President The Oechsli Institute Introduction With the aftershocks of the financial crisis continuing to resound through the industry, and in light of the corresponding impact they’ve had on the working relationship between financial advisors and their wealthy clients, this white paper will focus on how today’s financial advisors are performing in a vastly changed financial world. We primarily sought to ascertain what efforts successful advisors are currently undertaking to attract, retain and expand their high-net-worth c