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is incomplete, outdated, or wrong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
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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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« When do you involve your clients in a decision (and get the most referrals)? | Main | Focus on helping referral sources and they will refer you »

FP Advance Founder Brett Davidson on the Becoming Referable Podcast


This week’s guest on Becoming Referable is the Founder of FP Advance, Brett Davidson, who joins us from the UK.  His mission is to help advisors  organize their businesses and lives  in a way that allows greater enjoyment and longevity in their careers, and builds greater credibility with clients as a result. He’s a regular contributor to some of the UK’s leading industry publications, and also features insights on his weekly blog.

Brett has a quite the aspirational story to share: He and his wife recently sold most of their belongings and traveled globally for 15 months globally and their business didn’t skip a beat.  He firmly believes that, with the right technology and a clear plan,  can create similar lives for themselves He talks to us about specific ways to start that process.

We go on to discuss common hurdles advisors face when establishing their value proposition. Brett has some pointed and important questions to ask yourself, to determine if you know who you are truly serving and whether you have fundamentals of business building nailed down. He draws on his own story to help advisors see the breaking point at which change should be made in the business. This all dovetails nicely into how clients perceive your commitment to growth, and refer more because of it.

Click here to listen, and remember to subscribe for access to upcoming episodes.

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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.