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September 07, 2021322. Using a Client Advisory Board To Discover What Clients Value Most With Stephen Wershing29 minutesPlayCreating a personalized client experience is more important than ever. And really, who knows what the clients want better than the clients themselves?...moreShareView all episodesBy Matt Halloran, CRO at ProudMouth4.63737 ratingsSeptember 07, 2021322. Using a Client Advisory Board To Discover What Clients Value Most With Stephen Wershing29 minutesPlayCreating a personalized client experience is more important than ever. And really, who knows what the clients want better than the clients themselves?...moreMore shows like Top Advisor Marketing PodcastView allWSJ What’s News4,354 ListenersHoliness for the Working Day375 ListenersKitces and Carl - Real Talk for Real Financial Advisors245 ListenersMorning Brew Daily3,000 ListenersBarron's Streetwise1,554 ListenersThe Efficient Advisor: Tactical Business Advice for Financial Planners132 Listeners
Creating a personalized client experience is more important than ever. And really, who knows what the clients want better than the clients themselves?
September 07, 2021322. Using a Client Advisory Board To Discover What Clients Value Most With Stephen Wershing29 minutesPlayCreating a personalized client experience is more important than ever. And really, who knows what the clients want better than the clients themselves?...more
Creating a personalized client experience is more important than ever. And really, who knows what the clients want better than the clients themselves?