![]() Matt Oechsli is author of Building a Successful 21st Century Financial Practice: Attracting, Servicing & Retaining Affluent Clients.
|
Timeline of Converting Prospects to Clients
Matt Oechsli | OnWallStreet, April 2018
Read the article online >Summary: RIAs If I’m hearing you right, is your latest research telling us exactly how long it takes to work affluent prospects through the pipeline?” asked Josh, then continued, “I guess that means that we should be more assertive in managing our pipelines.
Be the first to comment on this Article