Commentary: New year is time to prepare growth strategies

01/12/2009 | Registered Rep.

Affluent investors want advisers who can "lead them through this category 5 financial tsunami," according to a Registered Rep commentary by Matt Oechsli. Oechsli, a financial adviser, outlines a plan that his firm has been using to advise clients, and he details steps advisers can take to gauge the health of their own work-life balance.

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