At Play on the Fields of the RichAug 1, 2004,By Matt Oechsli If selling to the affluent were a sport, every day would be game day. For better or worse, in investment sales, there is no practice field, and only serious... |
Current Issue A FALSE SENSE OF SECURITYMay 1, 2008 Are closed-end fund preferred-auction securities safe? We consider CFPs to be the conservative's conservative security. Defaults are even rarer than failed... advertisement Recent NewsREP. RESEARCHadvertisement BOOKS
Only a very few financial professionals who target the affluent are bringing in 10 or more new affluent relationships each year. This book shares the Mindset, Activities and Skills of the Rainmakers who consistently achieve this level of success. Click here. |
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