White Paper


September 2012  
Mastering Affluent Client Loyalty

Not every satisfied client is a loyal one. And when it comes to affluent clients, loyalty is even more crucial for your business—it grants you access to an ever-increasing sphere of high-net-worth prospects.
In this white paper, created jointly by Cetera Financial Group and The Oechsli Institute, you’ll learn:

  • How to ensure you retain your most affluent clients through fostering deeper one-on-one relationships
  • How to increase your affluent clients' loyalty by taking advantage of the mistakes other advisors make
  • How to attract new affluent clients by speaking their language

Get your copy of Mastering Affluent-Client Loyalty today.

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