Tired of wasting time and money on services that your clients don’t value?
Listen in as Stephen Wershing shares some of his perspectives on really listening to your clients. If you truly want to make a difference in your clients’ lives, Stephen will give you some questions to think about, along with some of his best practices from years of facilitating client advisory boards. Nobody knows how to facilitate these advisory boards better than Stephen!
Focused Wealth Advisor’s Tuesday Tax Planning for Retirement Webinar: https://event.webinarjam.com/register/37/67xnzu53
Personal Facebook: https://www.facebook.com/stephen.wershing.3/
Personal LinkedIn: https://www.linkedin.com/in/stephenwershingcfp/
Company Facebook: https://www.facebook.com/Focusedwealthadvisors
Company LinkedIn: https://www.linkedin.com/company/19195768/
Company Website: https://focusedwealthadvisors.com/
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