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is incomplete, outdated, or wrong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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« Focus on helping referral sources and they will refer you | Main | Ted Jenkin - The Social Media Ninja - on the Becoming Referable podcast »

Managing your digital footprint - the Becoming Referable podcast


The future of being a referable advisor will be heavily influenced by your digital footprint. This week on the podcast, Raghav Sharma, co-founder and CEO of GuideVine joins us to talk about how you can create a digital presence that sets you apart.

Raghav, a former analyst and associate partner in financial services at McKinsey & Co., has adapted his expertise in helping wealth managers drive business growth to the current advisory space. In particular, he and the team at GuideVine help investors find the best advisor to meet their needs, while helping advisors strengthen their online profiles. The service has been called the “match.com” for consumers looking for financial advisors.

Raghav shares with us what he’s learned throughout his career about how investors refer to, and look for, advisors. He then explains how GuideVine has used this information to build video-centered online collateral for their clients. You’ll hear about specific do’s and don’ts: what makes a firm’s website look generic, vs. what piques a prospective client’s interest and leads to productive and successful introductions. Raghav’s clients have had tremendous success in generating referrals with these methods, and we’re confident you’ll walk away with some great ideas for your own digital profiles.

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

We welcome your feedback, as always.

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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.