Episode #1 Advisory Boards With Stephen Wershing If you re looking for ways to grow your 401k Practice, then you need to learn more about this referral marketing strategy that involves setting up Client Advisory Boards. In this episode, I interview Stephen Wershing, President of the Client Driven Practice and Author of Stop Asking for […] The post #1 – Advisory Boards appeared first on 401k Best Practices.

Ask the 401k Experts

#1 – Advisory Boards

The Ask the Experts 401k Best Practices Podcast is where financial advisors get resources, strategies and best practices for growing a successful and compliant 401k practice. As the host, Sharon Pivirotto interviews top 401k advisors and leading industry and business experts and shares ideas for growing, servicing, and managing a successful 401k business.

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Ask the 401k Experts