How to Give Your Clients Exactly What They Want (2020 Playbook #4) - NAPFA Credit Only
K-Marketing and Practice Management
Fourth in the 2020 Playbook Series
Key takeaways include:
• What an advisory board can do for your business
• How to compose the right group of clients
• The secret questions that get you the most valuable, actionable information
Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that consults with financial advisors on how to create a positive client experience. He is cohost of the popular podcast Becoming Referable, www.becomingreferable.com and author of 2012 book, Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself.
1 NAPFA CE in K – Marketing and Practice Management will be posted in your NAPFA CE record after downloading this recording.
This is a recorded webinar from June 24, 2020.