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is incomplete, outdated, or wrong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

Friday
Jul152011

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.

Click to read more ...

Monday
Jul112011

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.

Thursday
Mar312011

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

Click to read more ...

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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.