The summer is a great time for advisors to socialize with affluent clients and their friends. And if you play your cards right, you can bring in new assets.

Here are some steps to help you plan and execute activities that will build business.

Matt Oechsli is the author of The Art of Selling to the Affluent. His firm, The Oechsli Institute, does ongoing speaking and training for nearly every major firm in Canada and the US. @mattoechsli

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