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is incomplete, outdated, or wrong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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« Financial Planning without the plan - Josh Patrick on the Becoming Referable podcast | Main | The “I know better” fallacy and how it can detract from your client experience »

Know More about your clients - Sam Richter on the Becoming Referable podcast



We’re excited to welcome Sam Richter as our guest on this week’s episode of Becoming Referable. Sam is a renowned speaker, the author of Take the Cold Out of Cold Calling, and helps advisors drive growth through his programs such as Know More University.

Sam is a veritable fountain of information relating to sales intelligence digital reputation management. Simply put, he helps professionals use online strategies to find the information that matters most for attracting the clients they want, and leveraging it to strengthen their business relationships. His expertise has been used by some of the world’s top financial services firms, and he’s won top honors in marketing competitions, film festivals, and distinctions by Business Journal, Inc. Magazine, among others.

We had a great conversation with Sam as he shared, in detail, how you can put his strategies to work before your next prospect meeting. He explained how to harness the power of social media and cut through the clutter to learn what you have in common with clients who have been referred to you. And more importantly, how to use that information to ask the right questions to start building a relationship. He shared specific examples and anecdotes show the power of his approach. We also discussed the trends in the advisory business beyond technology, and why the most important one may just be towards being more human.

Click here to listen, and be sure to subscribe for future episodes.

We’d love to have your thoughts on the podcast!

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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.