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is incomplete, outdated, or wrong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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Developing a niche for women in transition with Evelyn Zohlen on the Becoming Referable podcast


On this week’s Becoming Referable episode we welcome Evelyn Zohlen, founder of Inspired Financial, where she and her team specialize in serving women in transition.  

Evelyn is a former intelligence officer in the United States Air Force, member of the Board of Directors of the Financial Planning Association, and adjunct professor at the University of California at Irvine. Today, she serves on the Advisory Board for the Center for Investment and Wealth Management at UCI, and is a community leader currently serving on the Board of Governors for the Center Club in Orange County.

We believe Evelyn’s philosophy – and that of her entire team’s – is a winning recipe for becoming referable. She tells us how they have tailored everything from the office environment to their growth strategy around their chosen niche. She emphasizes story-telling, and using your specialization in your target market as a primary differentiator. Her firm has identified their biggest source of referrals – centers of influence – and designed an entire experience for those contacts to sustain that growth. Evelyn discusses her successful blog and what truly makes it work for Inspired Financial.

Click here to listen, and don’t forget to subscribe for future episodes.

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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.