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“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is incomplete, outdated, or wrong”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 Think Tank (3)

Friday

Jul152011

Fri, July 15

How to design a referral marketing strategy – results from client engagement think tank, part four

Building on what we learned from our think tank, some principles for designing a referral marketing strategy.

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Stephen Wershing |

Referrals 2.0

I authored an article on a couple of the discoveries we made at the Financial Industry Think Tank we held in conjunction with FPA Business Solutions 2011 for the Practice Management Solutions supplement to the Journal of Financial Planning. It appear as the cover story in the July/August issue. You can find the article here.

Stephen Wershing |

Results From Client Engagement Think Tank, Part 1

The first of a series of posts on an industry think tank on client engagement I facilitated in conjunction with FPA Business Solutions 2011

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Stephen Wershing |

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Entries in Think Tank (3)

How to design a referral marketing strategy – results from client engagement think tank, part four

Referrals 2.0

Results From Client Engagement Think Tank, Part 1