Oechsli has long been known for the research we conduct on the affluent. In this episode of The Stephen and Kevin Show, Stephen and Kevin walk through some key takeaways from our 2022 Affluent Research Report.

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Table of Contents:
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0:00 - Intro
1:20 - Defining our Metrics
5:27 - Our Research Project Themes
8:43 - Oechsli: Your Marketing One-Stop-Shop
9:12 - Takeaway #1: Clients Want to Learn From You
15:14 - Takeaway #2: Friendship Impacts Your Client Relationships
21:55 - Takeaway #3: Client Acquisition Requires Confidence
27:32 -Takeaway #4: Investors are Changing How They Search
37:54 - Takeaway #5: Client Events are Making a Comeback
43:27 - Research Recap