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!
Thu, March 21 Creating a referable, differentiated service by having the right back office automation and systems.
Fri, March 15 Summary: Introduce yourself to future clients in a way that makes them understand that they need you.
Thu, March 7 The way most advisors give gifts to clients does nothing for relationships, loyalty and referrals. Here’s how to give gifts and deepen relationships.
Thu, February 28 He persuaded sociopathic killers to trust him. He can help you develop that trust in prospective clients.
Wed, February 20 Attracting multiple generations by segmenting your messaging and leveraging centers of influence.
Thu, February 14 Why take the time to distill a client personality, when Condé Nast has already done it for you?
Thu, February 7 There’s a new platform that enables you to do credibility marketing via video. We have a conversation with their Vice President who tells us just how to make the most of it.
Fri, February 1 Invest time in listening to your client advisory board, don't spend it talking.
Tue, January 22 Hear how technology is helping clients take a bigger role than ever before on the service they receive, and how advisors can understand client needs, psychology, and priorities in a whole new way.
Thu, January 17 Trying to save time by buying mass-produced marketing messages will backfire.
Subscribe for FREE to The Client Driven Practice Referral Marketing Tips!
10 Office Parkway Suite 300.
Pittsford, NY 14534 | 585-381-2662
© 2013-forever, Stephen Wershing.
All rights reserved.
Home | Contact Us | Login
site by: CR
10 Office Parkway Suite 300. Pittsford, NY 14534 | 585-381-2662
Home | Contact Us | Login | © 2013-forever, Stephen Wershing. All rights reserved.
Member Login
Register
