New Service from The Client Driven Practice helps Financial Advisors Identify Client Communication Needs and Preferences during Times of Duress

​​Every investment advisor is facing it: How to stay in contact with their clients and help them to avoid panic and sell off at a market low – especially during this extraordinary time. Led by Stephen Wershing, CFP®, The Client Driven Practice, a firm specializing in qualitative client feedback, is offering a turnkey package called Crisis Focus Groups. This new service will provide financial advisors with the answers they need to better understand the types of communication that their clients want and need right now.

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