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is incomplete, outdated, or wrong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 FPA Business Solutions 2011 (6)


Referrals 2.0

I authored an article on a couple of the discoveries we made at the Financial Industry Think Tank we held in conjunction with FPA Business Solutions 2011 for the Practice Management Solutions supplement to the Journal of Financial Planning.  It appear as the cover story in the July/August issue.  You can find the article here.


Results From Client Engagement Think Tank, Part 2

Surprising finding: Advisors don't consider their target market in their onboarding processes.

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Results From Client Engagement Think Tank, Part 1

The first of a series of posts on an industry think tank on client engagement I facilitated in conjunction with FPA Business Solutions 2011

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Ask For Introductions – Not Referrals

Don't place the burden of prospecting on your clients. Use research to find prospective clients. Then ask your clients for an introduction. Great presentation by Sam Richter at FPA Business Solutions

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Another Sneak Preview of Tomorrow's Presentation 

Here is another sample of the video interviews that will be part of my program tomorrow on clients advisory boards at FPA Business Solutions 2011.  Hope to see you there!


Sneak Preview of Advisory Board Presentation

See a sneak preview of a video from my presentation this Friday at FPA Business Solutions 2011!

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

© 2013-forever, Stephen Wershing.
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.