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is incomplete, outdated, or wrong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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« Using imagination and client feedback to build a service clients are passionate about | Main | Don’t be too clever in your marketing »
Thursday
May022019

One conversation can change your client relationships – Todd Fithian on the Becoming Referable podcast

As you may have noticed, we’re big fans of thought leaders who are squarely focused on innovation and what it will take to succeed in future.  For a great example, look no further than today’s guest, Todd Fithian.

Todd is founder and Managing Partner of The Legacy Companies, a professional training, consulting, and coaching firm with the sole purpose of helping financial advisors successfully grow their businesses. Todd started as a successful advisor.  In fact, he was so successful, advisors around the country asked him to train them on the methods he used.  Before long, his focus shifted to implementing turn-key systems and processes for enhancing advisor-client relationships. He is the author of The Right Side of the Table and The Future of You, a keynote speaker and serves on multiple boards of philanthropic organizations.

In our conversation, Todd shares the framework of the most effective strategies he teaches advisors: the Above the Lineä Conversations (to help you get to the bottom of clients’ goals for the future), the bridge talk (as opposed to an elevator pitch), and his concept of the ‘best first meeting ever’ – a proactively designed plan to wow your potential clients and kick off your relationship on the best possible foot. Stay tuned near the end for a special offer specifically for our listeners.

We had some tech challenges at the time of this recording so our apologies in advance as the final recording had to be done over the phone. But we promise that won’t get in the way of a tremendously insightful and entertaining listening experience!

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.