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is incomplete, outdated, or wrong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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Suite 300

Pittsford, NY  14534




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Solve their current problem

Sometimes you need to give people a little taste of your service to open their minds to the whole experience.

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Improving the client experience with the right technology stack – David Lyon on the Becoming Referable podcast

Creating a referable, differentiated service by having the right back office automation and systems.

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Does your value proposition attract clients?

Summary: Introduce yourself to future clients in a way that makes them understand that they need you.

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Gifts that build relationships and referrals – John Ruhlin on the Becoming Referable podcast

The way most advisors give gifts to clients does nothing for relationships, loyalty and referrals. Here’s how to give gifts and deepen relationships.

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What a hostage negotiator can tell you about introducing yourself to a new client

He persuaded sociopathic killers to trust him. He can help you develop that trust in prospective clients.

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Giving different generations “multiple points of entry” – April Rudin on the Becoming Referable podcast

Attracting multiple generations by segmenting your messaging and leveraging centers of influence.

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What magazine is your business?

Why take the time to distill a client personality, when Condé Nast has already done it for you?

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Leveraging video to become more referable – Tad Fabiaschi on the Becoming Referable podcast

There’s a new platform that enables you to do credibility marketing via video. We have a conversation with their Vice President who tells us just how to make the most of it.

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Advisory Board meetings are not for presenting

Invest time in listening to your client advisory board, don't spend it talking.

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You need to leverage technology in client communications – Jeff Marsden on the Becoming Referable podcast

Hear how technology is helping clients take a bigger role than ever before on the service they receive, and how advisors can understand client needs, psychology, and priorities in a whole new way.

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

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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.