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Home | Focused Wealth Advisors

Phone: 585.381.2662 swershing@focused-advisors.com. The Client Driven Practice. A Top Branch of Cambridge Investment Research, Inc. Click here to learn more. All our branches have access to nationally acclaimed referral marketing coaching through The Client Driven Practice. Click here to learn more. Achieve success your way through independence. Click here to learn more. Thinking of changing firms? Get our infographic - 5 secrets for a smooth transition. Click here to get it.

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CONTACTS AT FOCUSEDADVISORS.ORG

The Client Driven Practice

Stephen Wershing

1745 P●●●●●●e Road

Hen●●●tta , New York, 14467

US

1.58●●●●5248
sw●●●●●●●@gmail.com

View this contact

The Client Driven Practice

Stephen Wershing

1745 P●●●●●●e Road

Hen●●●tta , New York, 14467

US

1.58●●●●5248
sw●●●●●●●@gmail.com

View this contact

The Client Driven Practice

Stephen Wershing

1745 P●●●●●●e Road

Hen●●●tta , New York, 14467

US

1.58●●●●5248
sw●●●●●●●@gmail.com

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Home | Focused Wealth Advisors | focusedadvisors.org Reviews

https://focusedadvisors.org

Phone: 585.381.2662 swershing@focused-advisors.com. The Client Driven Practice. A Top Branch of Cambridge Investment Research, Inc. Click here to learn more. All our branches have access to nationally acclaimed referral marketing coaching through The Client Driven Practice. Click here to learn more. Achieve success your way through independence. Click here to learn more. Thinking of changing firms? Get our infographic - 5 secrets for a smooth transition. Click here to get it.

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focusedadvisors.org focusedadvisors.org
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Client advisory Boards | Focused Wealth Advisors

http://www.focusedadvisors.org/client-advisory-boards

Phone: 585.381.2662 swershing@focused-advisors.com. The Client Driven Practice. What can you learn through a Client Advisory Board? What your clients believe makes you different from other advisors. When they refer you and why. Whether your marketing or website connects with or persuades them. Which of your services they value most. What you can do to make your client experience irresistible to more people like them. Dont just take it from us - watch this video.

2

Continuity Partners | Focused Wealth Advisors

http://www.focusedadvisors.org/continuity-partners

Phone: 585.381.2662 swershing@focused-advisors.com. The Client Driven Practice. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA. To residents of AL, CA, CO, CT, FL, GA, IL, IN, KY, MA, ME, NC, NY, OH, PA, WA and VA. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Focused Wealth Advisors are not affiliated.

3

Blog | Focused Wealth Advisors

http://www.focusedadvisors.org/blog

Phone: 585.381.2662 swershing@focused-advisors.com. The Client Driven Practice. Your clients are looking for more than bland reassurances. Submitted by Focused Wealth Advisors on August 1st, 2016. There is a lot of uncertainty out there – what will the markets do if Trump is elected? What if Hillary is elected? What are the implications of Brexit? What if the Fed increases rates at their next meeting? What do I do if Puerto Rico defaults on its debt? Submitted by Focused Wealth Advisors on July 6th, 2016.

4

Sitemap | Focused Wealth Advisors

http://www.focusedadvisors.org/sitemap

Phone: 585.381.2662 swershing@focused-advisors.com. The Client Driven Practice. The Client Driven Practice. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA. To residents of AL, CA, CO, CT, FL, GA, IL, IN, KY, MA, ME, NC, NY, OH, PA, WA and VA. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Focused Wealth Advisors are not affiliated.

5

Benefits | Focused Wealth Advisors

http://www.focusedadvisors.org/benefits

Phone: 585.381.2662 swershing@focused-advisors.com. The Client Driven Practice. Independence – Control Your Journey, Independent ownership. If you want to build a business of your own, determine what to recommend to your clients, and build an enterprise with value that you own then you need to work through an independent firm. As long as there is another company at the top of your business card, and you work for someone else, it is never really your business. Check out the background of firms and investm...

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Home | Focused Wealth Advisors

Phone: 585.381.2662 swershing@focused-advisors.com. The Client Driven Practice. A Top Branch of Cambridge Investment Research, Inc. Click here to learn more. All our branches have access to nationally acclaimed referral marketing coaching through The Client Driven Practice. Click here to learn more. Achieve success your way through independence. Click here to learn more. Thinking of changing firms? Get our infographic - 5 secrets for a smooth transition. Click here to get it.

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Home | Focused Wealth Advisors

Phone: 585.381.2662 swershing@focused-advisors.com. The Client Driven Practice. A Top Branch of Cambridge Investment Research, Inc. Click here to learn more. All our branches have access to nationally acclaimed referral marketing coaching through The Client Driven Practice. Click here to learn more. Achieve success your way through independence. Click here to learn more. Thinking of changing firms? Get our infographic - 5 secrets for a smooth transition. Click here to get it.

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