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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
  1. What an advisory board can do for your business
  2. How to compose the right group of clients
  3. The secret questions that get you the most valuable, actionable information
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, and author of 2012 book, Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself.
Availability: On-Demand
Expires on Oct 14, 2022
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
1 NAPFA CE Credit
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