Please join us for the next CE Program with speaker Stephen Wershing. Advisors misunderstand what clients really want. While the overwhelming majority of clients are
satisfied, most have less loyalty, don’t refer, and might be attracted to move if they found a more
compelling offer from another advisor. In this program, we will leverage the direct feedback from
clients gathered from over 200 client advisory board meetings to learn the surprising truths
about what clients really want. We will present a model for delivering an exceptional experience
that will drive loyalty and referrals. |
