How to Give Your Clients Exactly What They Want (2020 Playbook #4) - The National Association of Personal Financial Advisors

How to Give Your Clients Exactly What They Want (2020 Playbook #4)

Course Information

Content Level: Foundational
NAPFA Subject Area: K-Marketing and Practice Management

Course Description

Fourth session in the 2020 Playbook Series

Learning Objectives

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

Speaker

Stephen Wershing, CFP®

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.

Summary


Availability:	On-Demand
	Expires on Oct 14, 2022


Cost:	Member: $0.00 Non-Member: $39.00

Credit Offered:

1 NAPFA CE Credit

Create Account

Recommended

Conversations That Matter: Educating Clients about Non-Binding Letters of Wishes

1 NAPFA CE

$0.00 - $39.00

Elevating Your Client Experience with Technology (2020 Playbook #3)

1 NAPFA CE

$0.00 - $39.00

Financial Planning for Military Members

1 NAPFA CE

FREE

Finding Your Best Fit Among Pro-Bono Financial Advising Opportunities

1 NAPFA CE

FREE

Helping YOU and Your Clients Through Stress, Fear and Anxiety

1 NAPFA CE

$0.00 - $39.00

How to Prevent Client Issues in an SEC Audit

1 NAPFA CE

$0.00 - $39.00

How to Produce Your Own Podcast -- and Why (2020 Playbook #5)

1 NAPFA CE

$0.00 - $39.00

Life Insurance’s Greatest Challenges

1 NAPFA CE

FREE

Maximize Your Client Journey for Ultimate Scalability

Multiple Credits

$39.00 - $59.00

Nonprofit Credit Counseling Services, Audiences and Options

1 NAPFA CE

FREE