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is incomplete, outdated, or wrong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

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Pittsford, NY  14534

585-381-2662

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Entries in Advisors4Advisors (2)

Monday
May212012

Niche Marketing Will Become Mandatory For Clients To Find You

Back in March, Lisa Gray posted an article on Advisors4 Advisors entitled “The Big Referral Myth: How The Internet Has Changed The Way Advisors Get Business." In it, she suggests that referrals are no longer the most important way advisors get new clients, but that searching on the web has become the single most critical way to attract new clients.

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Monday
Jul122010

Your Daily Morning Checklist

One fundamental practice management principle is to make sure you know what you need to do today. Most financial advisors have the challenge of navigating multiple systems, each of which may contain commitments that must be fulfilled. A simple daily checklist can help assure you check each one to make sure nothing is missed. Includes a sample morning checklist.

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Pittsford, NY 14534 | 585-381-2662

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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.