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Julie Littlechild & Steve Wershing on Client Feedback and a Co-Created Experience
In this special episode, Julie Littlechild and Steve Wershing talk about client feedback in its many forms. We discuss why it’s an important tool for advisors looking to stand apart from the rest, and provide actionable items and resources to conduct the right client […]
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In this special episode, Julie Littlechild and Steve Wershing talk about client feedback in its many forms. We discuss why it’s an important tool for advisors looking to stand apart from the rest, and provide actionable items and resources to conduct the right client […]