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is incomplete, outdated, or wrong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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« Lower the barriers for clients | Main | The unexpected insights and marketing power of a Client Persona »

Engage yourself to engage clients

As entrepreneurs with unlimited demands on our time, we often forget – or neglect – to hit ‘pause’ and put the focus back on ourselves. The result is that we can feel empty and provide clients an experience that fails to engage them. On this week’s podcast, we’re excited to be talking Leo Pusateri, who’s here to remind us of the importance of focusing on being the best version of ourselves and the effect that can have on our clients.

Leo is President and CEO of Pusateri Consulting and Training, recognized as an expert in helping organizations and individuals discover, articulate and capitalize on their value, Leo’s work focuses on teaching advisors the principles of reputational value as well as how to develop and present it. Simply put, he’s interested in helping you go from good to great, and ultimately differentiated.

Our conversation is centered around the importance on focusing on you, as the advisor. Leo asks you to reflect on your own purpose and remember the goals you set for yourself, in your business and life. He dives deep into the seven areas he believes we should fulfill to live a life of significance. He explains a concept he calls the Sabbatical Experience and how this process helps  your clients and helps you expand your business and gaining more referrals.

Click here to listen; and don’t hesitate to share your feedback!

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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.