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is incomplete, outdated, or wrong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 Investment News (1)

Monday
Mar282011

Nice mention in Investment News

I was quoted in Investment News today.  The article is "Client Advisory Boards Assume Greater Role in Wake of Crisis."

It's true - when the market is up, too many advisors and their clients are lulled into complacency.  Truth is, it can be harder to build your business during good times because EVERYONE is doing well.  When the markets drop, though, everyone starts asking whether the relationship they have is the right one.   And it is the advisor who is in closest touch with clients who retains the most, and attracts the most new clients and referrals.

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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.