When your best clients drive your practice,
attracting more of them is easy
Learn to get referrals the natural way
and revolutionize your business
Most of what you have heard about getting referrals
is incomplete, outdated, or wrong
Advisors don’t get referrals because they
have no formal plan to attract them
Steve Wershing is the best marketing mind in
financial planning. - Bob Veres (Publisher, Inside Information)
Introductions following our last client advisory board meeting represent almost $30 million in new assets.

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10 Office Parkway

Suite 300

Pittsford, NY  14534




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How clients find you is changing - an interview with GuideVine's Raghav Sharma

How clients find you is dramatically changing. An interview with GuideVine's Raghav Sharma

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18 Marketing Insights from Industry Experts

Get this free book with 18 great marketing ideas from Advisor Websites!

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Prove your value proposition through what you deliver

Provide clients with proof you have fulfilled your value proposition and help them make referrals.

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The key to reaching your goals in 2016

The first step toward success is having a goal. Here are a few ideas for your business plan to help you question your own goalsetting and get you on a more productive path.

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What it takes to be the quarterback of your client’s team

Clients may be attracted to the promise that you will be their "quarterback" and help them coordinate all their other advisors. To do it credibly, you need to make sure a few things are in place.

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The Boutique Delusion

The way you describe your approach to customer service may be constraining your growth, limiting your referrals, and creating a succession problem you don’t realize.

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Boy, are we glad we ran THAT one by the clients first! 

This advisor avoided a nasty marketing mistake by checking it with clients first.

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The conundrum of marketing trust

You cannot deliver trust. But you can nurture it. Here are some strategies.

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Engaging your client advisory board to dig into survey results

One of the best ways to utilize your advisory board is to dig into survey results that surprise you.

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Convert experiences to learning with a debriefing process

How well do you turn mistakes into improvements? “If you gloss over mistakes you’re just another smoking hole in the ground.”

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10 Office Parkway Suite 300.
Pittsford, NY 14534 | 585-381-2662

© 2013-forever, Stephen Wershing.
All rights reserved.

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10 Office Parkway Suite 300. Pittsford, NY 14534 | 585-381-2662

Home | Contact Us | Login | © 2013-forever, Stephen Wershing. All rights reserved.