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is incomplete, outdated, or wrong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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Suite 300

Pittsford, NY  14534




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Entries in client feedback (3)


No, Angie, Client Advisory Boards Are a Great Idea!

A few days ago Angie Herbers posted an article on advisorone.com saying that while client advisory boards sound like a good idea, that is an illusion and advisors should not do them. She's wrong.

Click to read more ...


When You Describe Your Differences, Say What Others Say About You

Your clients’ words are more credible than yours. To attract new clients, you have to establish why you are different. Beyond why you provide a solution the prospect needs, establish why it would be in their best interest to choose you over all the other advisors they could choose from. And when you talk about your differences, using the words your clients use will do a better job of communicating than your words. One of the biggest mistakes in advisor marketing is developing your messages yourself and not involving your clients. That's one of the main reasons a client advisory board such a good idea. Gathering clients together for a facilitated group conversation is a more effective way of understanding your value and your difference. When advisors describe their value and their difference without the clients input, they very often miss the mark.

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New Schwab Study Shows Why Clients Have Been Moving

Clients weren't getting what they wanted, and they want to address more than the portfolio.

Click to read more ...

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160 Allens Creek Rd, Suite 270 Rochester, NY 14618 | 585-381-2662

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All rights reserved.

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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.