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is incomplete, outdated, or wrong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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« How do you define an “A” client? | Main | Paint a picture of working with you »
Thursday
Aug222019

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

We love to focus on personal and meaningful conversations between advisors and clients. This episode’s guest, Michael Futterman, expands our minds about great storytelling to engage clients and prospects.

Michael Futterman is Head of Knowledge Labs™ Professional Development at Janus Henderson Investors and works with the Professional Development Team on research and curriculum development for the Professional Development programs. With over 25 years of experience in practice management, consulting and training he brings innovative, engaging and thought-provoking content to his advisors and client audiences.   

In our conversation, Michael expands on the concept of a compelling catalyst to understand who you are, what you do, and why you do it. Michael dives deep in the art of story telling to connect with clients and create emotional meaning in client and advisors relationships. He explains the importance of the “wow” factor and how you can tie all of this together to drive referrals.

Click here to listen; we welcome your feedback, as always.

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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.