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is incomplete, outdated, or wrong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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« Would you pass the test of your clients checklist? | Main | Do You Really Know Your Clients? »

Guest Hosting the CEO Hour

I recently had the opportunity to guest host The CEO Hour, an internet radio show, broadcast by WS Radio. The show is hosted by my friend and business partner Bruce Peters, who was on vacation.  This as the first themed show for the program, covering a range of financial issues.  Appearing on the program were Julie Littlechild of Advisor Impact, K.C. King of Emerson Investment Management, Mark Colgan of Plan Your Legacy, and Christine Peters of Family First Credit Union.  The program’s not-for-profit of the month is the Susan B. Anthony House (where I am also a Trustee), and we closed the show by discussing with Peggy Hubbard all the good work you can support by being a member.  You can download any of the segments if you’re interested in “tuning in.”  

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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.