Stephen Wershing
6 Podcast Episodes
ROC #133: Plan Your Retirement w/ Stephen Wershing of Focused Wealth Advisors
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-Kee... Read more
10 Apr 2023
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49mins
322. Using a Client Advisory Board To Discover What Clients Value Most With Stephen Wershing
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 bette... Read more
7 Sep 2021
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29mins
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38- Up-scaling Your Practice With Stephen Wershing
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... Read more
15 Jan 2020
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31mins
Ep 188 – Building a Valuable Advisory Board With Stephen Wershing
Ep 188 – Building a Valuable Advisory Board With Stephen Wershing
Live from the SEI Top Producer Conference, Matt Halloran shares the mic with returning guest and president of the Client... Read more
6 Aug 2019
•
20mins
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Episode 90 – Striking it Niche with Stephen Wershing
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, Mat... Read more
24 Jul 2018
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30mins
Stephen Wershing, CFP
Stephen Wershing, CFP
I entered the financial services profession in 1987. From representative at Waddell & Reed, I became District Manage... Read more
5 May 2016
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29mins
