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is incomplete, outdated, or wrong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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« Talk politics to your clients | Main | Don’t should all over your clients »

The power of mindset – Brittany Anderson on the Becoming Referable podcast

This week on the Becoming Referable podcast, we welcome Brittany Anderson.

Brittany is an entrepreneur, speaker and author. She began her journey as the COO for Sweet Financial Services but went on to co-found Dare to Dream Enterprises, providing resources to help advisors level up their teams so the entrepreneur/business owner can focus on growing the business. Brittany has co-authored two books, Dare to Dream: Design the Retirement You Can’t Wait to Wake Up to and Imagine. Act. Inspire. A Daily Journal, and travels across the country speaking on stages about the importance of “showing up” in all that you do.

In our conversation, Brittany shares the role of mindset in creating engaged client relationships. She provides great practice management tips on how to scale your business in a sustainable manner, through creating process. We’re introduced to the role of an “implementer” and discuss how having the right talent and clearly defined roles help advisors become ever more referable.

Click here to listen; and make sure you’re subscribed for future episodes.

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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.