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is incomplete, outdated, or wrong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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« Build connection by sharing your clients' worries | Main | Using imagination and client feedback to build a service clients are passionate about »

Getting more referrals by being a Go-Giver – Bob Burg on the Becoming Referable podcast

Today on the Becoming Referable podcast we’re thrilled to be joined by Bob Burg to examine the connection between consistently providing value to others and true financial success.

Bob is the author of Endless Referrals, co-author of The Go-Giver series of books and keynote speaker. The American Management Association named him one of the 30 Most Influential Leaders and he was named one of the Top 200 Most Influential Authors in the World by Richtopia. The Go-Giver series has been translated into 28 languages and was rated #10 on Inc. Magazine’s list of the Most Motivational Books Ever Written.

In our conversation, Bob lays out exactly why the “go-giver” philosophy is so powerful and how you can internalize it by understanding all of its components. He lists his five laws of stratospheric success as well as the five elements of value – all of which lead to stronger relationships with clients who feel truly heard and understood. We dive deep into ‘selling’ vs. providing real value, and how the latter goes far beyond the products and strategies you provide. Bob talks about the concept of Walking Ambassadors who are your biggest sources of referrals. We touch on the importance of ‘showing up authentically’, and finish off with a great strategy for planting the seeds of referrals with your clients.

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.