Quantum Growth for Financial Advisors

How Client Advisory Boards Can Elevate Your Client Experience With Stephen Wershing


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Do you want to elevate your client experience but don’t know where to start? It’s time to create a client advisory board — where your best clients will tell you exactly what they need! In this episode, Jon Kuttin speaks with Stephen Wershing, president of The Client Driven Practice. Stephen shares his comprehensive 7-step process

The post How Client Advisory Boards Can Elevate Your Client Experience With Stephen Wershing appeared first on Kuttin Consulting Group.

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Quantum Growth for Financial AdvisorsBy Jonathan Kuttin

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