Ask the Experts

#1 – Advisory Boards


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Episode #1 Advisory Boards With Stephen Wershing If you re looking for ways to grow your 401k Practice, then you need to learn more about this referral marketing strategy that involves setting up Client Advisory Boards. In this episode, I interview Stephen Wershing, President of the Client Driven Practice and Author of Stop Asking for [...]
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Ask the ExpertsBy Sharon Pivirotto

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