Live from the SEI Top Producer Conference, Matt Halloran shares the mic with returning guest and president of the Client Driven Practice, Stephen Wershing.
Stephen is an expert in the development and execution of client advisory boards. The Client Driven Practice offers coaching and consulting to advisors who want to organize and facilitate client advisory boards and translate feedback into actionable referral marketing strategies.
Today, Matt and Stephen explore the Client Driven Practice's latest offering: Advisory Board in a Box. Stephen and his business partner, Julie Littlechild, designed this product for advisors who are looking to take a DIY approach to creating their own client advisory board. This ultimate manual walks advisors through the beginning stages of how to find board members, all the way to the end phase in which they’re guided on how to implement the board’s feedback.
Discover the value that a client advisory board can bring to your business along with tips and tricks to creating your own in this fun live-recorded episode!
Links: Stephen Wershing | Client Driven Practice | Becoming Referable Podcast
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Episode 282 – Why Posting on Every Social Media Platform Imaginable Doesn’t Create Influence –– With Mohit Rajhans
Episode 281 – What It Actually Takes To Get Leads: 5 Forgotten Marketing Rules
Episode 280 – How This Advisor Gets 10,000 Listens Every Month by Podcasting About Life (Not Money!) –– With Jimmy Williams
Episode 279 – 3 Popular Myths That Stop Advisors From Starting a Podcast
Episode 278 – How To Use Multiple Forms of Media To Become a Subject Matter Authority –– With Jason Pereira
Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson
Episode 276 - How to Make Extremely Accurate Documentation Ridiculously Easy –– With Maree Moscati
Episode 275 - Here’s What It’s Like To Podcast With Us! –– With Lauren Bus
Episode 274 - Why Innovation Is More Essential Than Ever for Today’s Advisors –– With Bill Hortz
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Episode 266 – How To Help Professionally Successful Women Survive a Divorce –– With Allison Jeffereys
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