Pre-Sales Support
Mutual Funds and ETFs - 800-456-7526
Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
Friday: 8:00 a.m. – 5:00 p.m. ET
Post-Sales and Website Support
888-843-7824
Monday-Friday: 9:00 a.m. - 6:00 p.m. ET
Most financial professionals work hard at pursuing affluent client prospects, but few are successful. So, if it's not for a lack of trying, what's the problem?
Elite financial professionals have cracked the code.
Through extensive research, Oechsli, a thought leader on affluent client acquisition, discovered the street-tested strategies successful financial professionals consistently use to win clients with assets of $1 million or more.
Now, Oechsli is sharing these secrets with you.
Learn:
Next Steps
1 | Download the workbook and set your activity goals on the last page |
2 | In two weeks, source six names using page 6 of the workbook and ask for three introductions |
3 | In three weeks, arrange a casual, face-to-face meeting in a social setting |
Oechsli is not an affiliate or subsidiary of Hartford Funds.