The 8 Best Stephen Wershing Podcasts
1) Stephen Wershing, CFP
I entered the financial services profession in 1987. From representative at Waddell & Reed, I became District Manager and then Division Manager. In 1994 I established an independent practice. By the...Show More
2) 38- Up-scaling Your Practice With Stephen Wershing
In this episode of The Ultimate Advisor Podcast, we talk with Stephen Wershing of The Client Driven Practice. We discuss the ways you can improve your advisory practice through finding your niche, and...Show More
3) Episode 90 – Striking it Niche with Stephen Wershing
In today's episode Matt is joined by the coach to the advisors, Stephen Wershing of Client Drive Practice. Together, Matt and Stephen discuss the important difference between a target market and niche...Show More
AUDIO REMOVED: The podcast creator has removed the audio for this episode.4) How Client Advisory Boards Can Elevate Your Client Experience With Stephen Wershing
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...Show More
5) Listening Deeply and Really Making A Difference with Stephen Wershing
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 ...Show More
6) ROC #133: Plan Your Retirement w/ Stephen Wershing of Focused Wealth Advisors
Rochester Business Connections Episode #133 w/ Stephen Wershing - Watch The Full Episode: https://youtu.be/jxuxFbzgSlY - Keep In Touch With Stephen Wershing of Focused Wealth Advisors... Website: htt...Show More
ROC #133: Plan Your Retirement w/ Stephen Wershing of Focused Wealth Advisors
49:17 | Apr 10th, 2023
7) RBC #133: Plan Your Retirement w/ Stephen Wershing of Focused Wealth Advisors
Rochester Business Connections Episode #133 w/ Stephen Wershing - Watch The Full Episode: https://youtu.be/jxuxFbzgSlY - Keep In Touch With Stephen Wershing of Focused Wealth Advisors... Website: htt...Show More
RBC #133: Plan Your Retirement w/ Stephen Wershing of Focused Wealth Advisors
49:17 | Apr 10th, 2023
8) 322. Using a Client Advisory Board To Discover What Clients Value Most With Stephen Wershing
Creating a personalized client experience is more important than ever. And really, who knows what the clients want better than the clients themselves?
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