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is incomplete, outdated, or wrong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 FPA Experience 2012 (2)

Wednesday
Oct312012

Writing E-Mails Your Clients Will Actually Read

Did you ever write a note to a client and get no response? Ever talk to a client to follow-up an e-mail only to find they have no recollection of it? It may be because your e-mails are put together poorly, difficult to understand, or not compelling.

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Thursday
Oct182012

For a More Successful Business, Make Sure You "Fit" Your Clients

This is the second installment of my reports from FPA Experience 2012. Tom Reimer, of Accretive Advisor, presented on "The Right Fit – Finding The Clients For Whom You Can Do Your Best Work." Reimer began his presentation by saying that referrals from existing clients may not be the best new prospects. To do your best work, you need to find clients who “fit.”

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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.