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is incomplete, outdated, or wrong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.

Create a free account to be able to access the resources mentioned in my book and a variety of helpful tools, presentation keynotes, additional material and more!

Tags
Contact information

10 Office Parkway

Suite 300

Pittsford, NY  14534

585-381-2662

info@theclientdrivenpractice.com

 

Connect with Steve

join our mailing list
* indicates required

Get posts in your reader

Looking for the resources mentioned in the book?

Click "Register" to join, and Login get free tools!

« Don’t ask for feedback if you’re not willing to change | Main | How do you define an “A” client? »
Saturday
Sep072019

The benefits of dropping clients – Jennifer Goldman on the Becoming Referable podast

Today we welcome Jennifer Goldman on the Becoming Referable podcast as we focus on a concept which is not talk about nearly enough in this industry; off-boarding clients.

As your business grows and develops, the nature of your services and, therefore, the types of clients you can best serve evolves. This growth creates in many advisory firms a segment of clients who are being neglected and not serviced well. These clients do not see your best side, distract you and your staff, will not be ambassadors for the firm, and do not provide the kind of referrals you seek. In fact, if they provide referrals at all they are likely to be outside your target market. Finding alternatives for these clients serves them better and can have positive outcomes for your business.

In our conversation, Jen makes a compelling case that off-boarding clients can have a positive impact on both profitability and productivity in your business. She discusses how to intentionally off board clients either because you’re working with the wrong clients or simply too many clients. She walks us through a great example of off-boarding and speaks on how to overcome the internal obstacles that might get in the way of taking action. 

Jennifer Goldman is a CFP® with 25 years’ experience in transforming advisory businesses to be more profitable and enjoyable. Her expertise is in strategic business planning, staff and resource recalibration, tech integration optimization, Lean® process creation, and implementation of operational efficiencies. Jen's philosophy includes productive collaboration and having an IDEOS® mind- set.

PrintView Printer Friendly Version

EmailEmail Article to Friend

Reader Comments

There are no comments for this journal entry. To create a new comment, use the form below.

PostPost a New Comment

Enter your information below to add a new comment.

My response is on my own website »
Author Email (optional):
Author URL (optional):
Post:
 
Some HTML allowed: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <code> <em> <i> <strike> <strong>

Subscribe for FREE to The Client Driven Practice Referral Marketing Tips!

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

© 2013-forever, Stephen Wershing.
All rights reserved.

Home | Contact Us | Login

site by: CR

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

Home | Contact Us | Login | © 2013-forever, Stephen Wershing. All rights reserved.