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is incomplete, outdated, or wrong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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Entries in Bob Veres (1)

Monday
Jan102011

Steve Featured in Inside Information

We at The CDP were given quite a boost last week when our message was featured in an article by Bob Veres in his newsletter, Inside Information.  He very generously considered whether the kind of advice we encourage financial advisors to take might make for “a new era dawning in the planning profession.”  Well, that is perhaps a bit over the top, but we are grateful that he thinks our ideas have merit.  You can read the whole article here. If you do not currently subscribe to Inside Information, I recommend it – there are always relevant discussions of what is going on in our industry and valuable concepts to help you advance your practice. 



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10 Office Parkway Suite 300.
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.