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is incomplete, outdated, or wrong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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Entries in Customer Service (3)


What We Can Learn From JetBlue About Attracting Clients

In a sea of generally dismal service in its industry, JetBlue stands out. And there is a lesson in that for financial advisors.

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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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Getting Feedback Is Required In Discovering Your Brand

Your brand is what people (and Google) say it is. Your brand is critically important to attracting referrals and new clients. In some ways, it is the cumulative whole of your marketing efforts. It is the totality of the experience someone has with your firm. It includes your marketing, your office, the appearance and demeanor of your staff, what you do for clients and how you do it, and your customer service. And as much attention as you might paid to it, it is not under your complete control.

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

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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.