stephen-wershing | Media Room | PressRelease.com

Tagged stephen-wershing

New Service From The Client Driven Practice Helps Financial Advisors Identify Client Communication Needs and Preferences During Times of Duress

Press Release Mar 25, 2020

New Service From The Client Driven Practice Helps Financial Advisors Identify Client Communication Needs and Preferences During Times of Duress

Stephen Wershing leads team of trained facilitators to provide crisis communications service via virtual client focus groups Read More

One-Day Program to Provide Secrets to a Successful Client Advisory Board for Financial Planning Firms

Press Release Oct 8, 2018

One-Day Program to Provide Secrets to a Successful Client Advisory Board for Financial Planning Firms

Financial advisors will create own advisory board strategy through insights from marketing professionals Stephen Wershing and Marie Swift Read More

First
Prev

1

Next
Last