the CEO Hour, January 14th 2011. Steve Wershing, CFP, coaches financial advisors to be more effective, successful and happy. He consults with financial practitioners on many practice management issues, including strategic differentiation, client advisory boards, implementing technology and developing and using checklists to improve practice performance.
Steve is author of the blog, The Client Driven PracticeTM - when your best clients drive your practice, attracting more of them is easy. Hear more about what it takes to be client-driven when Steve joins Bruce and Diana. https://www.advisorchecklist.com