Steve Wershing
16 Podcast Episodes
Julie Littlechild and Steve Wershing on the Latest Client Experience Research
Julie Littlechild and Steve Wershing on the Latest Client Experience Research
For what seems like a very long time we’ve been talking about how the global pandemic has impacted the client experience... Read more
6 Oct 2021
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30mins
Julie Littlechild and Steve Wershing on Using Video to Create Meaningful Connection
Julie Littlechild and Steve Wershing on Using Video to Create Meaningful Connection
During the pandemic, advisors had to find new ways to engage with clients. Video proved to be a great resource to delive... Read more
9 Sep 2021
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32mins
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Julie Littlechild and Steve Wershing on Creating a Referral Marketing ‘System’
Julie Littlechild and Steve Wershing on Creating a Referral Marketing ‘System’
Driving more referrals is more about the systems you use than the tactics you employ. Systems not only create a better e... Read more
29 Jul 2021
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29mins
Julie Littlechild and Steve Wershing on Guiding Successful Innovation
Julie Littlechild and Steve Wershing on Guiding Successful Innovation
Innovation is critical to the future of your business. But that doesn’t mean that every source of innovation is right fo... Read more
17 Jun 2021
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32mins
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Telling Your StoryBrand - Steve Wershing
Telling Your StoryBrand - Steve Wershing
This week, we welcome Steve Wershing, CFP® of The Client Driven Practice. Steve is the author of Stop Asking For Referra... Read more
1 Jun 2021
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1hr 2mins
Julie Littlechild and Steve Wershing on Points of Friction
Julie Littlechild and Steve Wershing on Points of Friction
The focus today is entirely on making it easy for your clients to refer and ensuring your prospects understand the value... Read more
25 Feb 2021
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23mins
Julie Littlechild and Steve Wershing on Clarifying Your Message
Julie Littlechild and Steve Wershing on Clarifying Your Message
In this week’s episode, we discuss the importance of describing your target audience and the challenges they face. Resea... Read more
28 Jan 2021
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30mins
Julie Littlechild and Steve Wershing on Referrals from Centers of Influence
Julie Littlechild and Steve Wershing on Referrals from Centers of Influence
In this week’s episode, we shift our focus slightly to focus on referrals from Centers of Influence. Specifically, we lo... Read more
12 Nov 2020
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29mins
Julie Littlechild and Steve Wershing on Creating Content By Breaking Things Apart
Julie Littlechild and Steve Wershing on Creating Content By Breaking Things Apart
In this week’s episode, we discuss strategies for efficiently creating and utilizing content. Specifically, we look at h... Read more
16 Oct 2020
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31mins
The Importance Of Advisory Boards with Steve Wershing
The Importance Of Advisory Boards with Steve Wershing
In this week’s episode of Maximum Advisor Podcast, Chip Munn is joined by Steve Wershing, CFP, and president of The Clie... Read more
18 Aug 2020
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41mins
