Do you want to elevate your client experience but don’t know where to start?

It’s time to create a client advisory board — where your best clients will tell you exactly what they need!

In this episode, Jon Kuttin speaks with Stephen Wershing, president of The Client Driven Practice. Stephen shares his comprehensive 7-step process to build a client advisory board, gather valuable feedback, and become more responsive to your clients’ unique needs.

Stephen discusses:

  • How to find the right people for your advisory sessions (clients, COIs, and facilitators)
  • How client advisory boards make you more referable
  • Thought-provoking questions that ensure quality feedback
  • The common misconceptions that hold advisors from creating a client-driven practice
  • And more!


Connect with Stephen Wershing:

Connect with Kuttin Consulting Group:

About our Guest:

Stephen Wershing, CFP®, is president of The Client Driven Practice, a firm that collects feedback from clients and incorporates it into your marketing. He is the nation’s foremost authority on client advisory boards for financial advisors. Stephen is also the co-host of the popular podcast “Becoming Referable,” has authored articles, and has been quoted in many trades and popular publications, including Journal of Financial Planning, Financial Advisor, Investment Advisor, Investment News, and USA Today. He also writes a quarterly marketing column for NAPFA Advisor magazine.