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is incomplete, outdated, or wrong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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Not exactly the advisors’ gift-buying guide

Here are a few year-end gifting principles to express your gratitude and avoid gifts that backfire.

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Getting More Referrals Without Asking – Stacey Brown Randall on the Becoming Referable Podcast

Learn Stacey’s 5-step process for driving more referrals

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What if “referral only” was a strategy?

Most firms that claim to be “referral only” actually mean they don’t market. What if it were a systematic process?

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Developing teams and enhancing the client experience – Cheryl Holland on the Becoming Referable podcast

Cheryl discusses the principles of developing advisors, integrating technology, and creating a culture that attracts clients.

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Wealth Management is broken and we’re going to fix it

An interview with Larry Miles about how AdvicePeriod is out to create the service firm of the future.

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Get guidance from your clients and be a thought leader

Here are two unique skill building opportunities this fall.

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Describe your process as a series of accomplishments

Do your clients get excited when they hear about your process? If they did, it might be a lot easier to get them on board.

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Creating Client Communities

How one Schwab IMPACT award winner creates unique experiences through client communities.

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What’s the risk of not hiring you?

Your marketing is missing something and it is costing you clients. Unless you update your messaging, your business will fall far short of its potential.

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Differentiation through curated content – Kevin Mulhern on the Becoming Referable podcast

What every advisor needs to know to create a system of curated client communication to stay top of mind and generate referrals

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

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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.