Recent Articles and Interviews

• Reasons to Use a Client Advisory Board
  From Investment Executive magazine
• Secrets of Successful Advisory Boards
  From FPA Practice Management Solutions
• Who Will Run Your CAB Meetings?
  From Investment Executive magazine
• How to Choose Advisory Board Topics
  From Investment Executive magazine
• Build Your Practice With a Client Advisory Board
  From The Practicing CPA. See page 3
• Referrals 2.0
  Cover story of the Practice Management Solutions supplement to the Journal of Financial Planning
• Building a Referral Marketing Program on The CEO Hour, segment 1
  Interview on the radio show The CEO Hour
• Building a Referral Marketing Program on The CEO Hour, segment 2
• Client advisory boards assume greater role in wake of crisis
  I'm quoted in an article on client advisory boards
• The Client Driven Practice: Make Your Clients Your Advisors
  Coverage of my talk at FPA Business Solutions 2011 at FinancialPlanning.com
• Want More Referrals?
  Coverage of my talk at FPA Business Solutions 2011 in Financial Advisor magazine
• FPA gathering reveals confusion, anxiety over social media
  Review of FPA Business Solutions 2011
• Big Ideas
  Article on advisors' business plans for 2011, that mentions my work with Mark Colgan of PlanYourLegacy.com
• Getting Referrals Perpetually
  Webinar with Steve Wershing and Julie Littlechild on building a referral marketing program
• The CEO Hour
  Steve interviewed on the Internet radio show The CEO Hour
• Input Marketing
  Reprint of article by Bob Veres from Inside Information, available at http://www.bobveres.com
• Listening for Feedback
• Social Media: The Forbidden Fruit?
  Visuals of presentation made to the FPA of Greater Rochester NY Annual Educational Symposium, June 2010
• Top Ten Tips for Lowering Your Workload
  in subscriber area
• What is Your Strategic Differentiator?
• Independence to Interdependence
• Do You Need a Client Advisory Board?
• How to Choose the Right Technology for Your Practice, Part 1
• How to Choose the Right Technology for Your Practice, Part 2
• How to Choose the Right Technology for Your Practice, Part 3