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is incomplete, outdated, or wrong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

Suite 300

Pittsford, NY  14534




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What if Ken Fisher showed up at your client event?

You cannot always control your guest speakers. But you have total control over how you respond.

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Talk politics to your clients

Being authentic with clients creates more benefits than costs.

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The power of mindset – Brittany Anderson on the Becoming Referable podcast

Taking the client’s perspective, creating processes to deliver on expectations, and hiring an “implementer” will help your business achieve new heights.

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Don’t should all over your clients

Ever been frustrated because a client didn’t do what they should? Maybe it’s the “should” that’s the problem.

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Use the Hollywood Approach to be more compelling with clients – Kristina Paider on the Becoming Referable podcast

Many people say storytelling is key to making your point. We have an expert walk us through exactly how to do it.

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Don’t ask for feedback if you’re not willing to change

The best way to undermine your client feedback efforts is to not have an open mind.

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The benefits of dropping clients – Jennifer Goldman on the Becoming Referable podast

There are plenty of articles about how to add clients and grow your business. But sometimes a good way to grow your business is to let clients go.

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How do you define an “A” client?

Figuring out who your most valuable clients are is as much about finances and demographics as it is about behavior, and finding more like them is a key to success.

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Finding a compelling catalyst that drives client engagement – Michael Futterman on the Becoming Referable podcast

Knowing what drives you can be the “wow” factor for clients.

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Paint a picture of working with you

Help clients connect the dots between what you do and where they want to go.

Click to read more ...

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160 Allens Creek Rd, Suite 270 Rochester, NY 14618 | 585-381-2662

© 2013-forever, Stephen Wershing.
All rights reserved.

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160 Allens Creek Rd, Suite 270, Rochester, NY 14618 | 585-381-2662

Home | Contact Us | Login | © 2013-forever, Stephen Wershing. All rights reserved.