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is incomplete, outdated, or wrong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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Pittsford, NY  14534




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Entries in client satisfaction (7)


What To Do When You Get A Referral

I spend a lot of time coaching advisors on how to attract referrals. Let me take a minute and discuss what to do when you receive one.

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Treating Your Staff Right Will Improve Customer Service

If you want to raise your level of customer service, look inward before you look outward. Advisors who want to do more business with clients and attract new clients will frequently (and correctly) focus on evaluating their customer experience. It is a good idea to make sure that you are thrilling clients before adding additional services or looking for new clients. Even before that, however, give some attention to the experience of your employees.

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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.

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Curian Makes A Common Mistake In Explaining A Drop-Off In Referrals

A volatile or declining market is too easy and superficial an explanation why clients are not referring.

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Reason #27 To Get Client Feedback – Your Clients Don't Like "Fee-Based”

Advisors who don't seek client feedback don't know what their clients want, they know what the advisor thinks they should want.

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How to turn a down market into client loyalty

The stock market dropped 5% yesterday, wiping out gains for the year. While this is bad for portfolios, it doesn't have to be bad for your client relationships.

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IPI study: advisors think their service is better than their clients do

A recent IPI study reveals 63% of ultra high net worth investors are fully satisfied with their advisors and that, shocklingly, 95% of advisors believe their clients feel that way.

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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.