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Tag / discovery’s financial planning summit

Develop social skills to win business

Develop social skills to win business

News   •   May 16, 2014 11:45 CAT

Financial planners need to develop social as well as business relationships if they hope to win affluent clients, Oechsli Institute president Matt Oechsli told delegates to Discovery’s Financial Planning Summit on Thursday in Sandton. His institute researches both affluent clients and financial planners and offers coaching for financial planners.