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, November 15 Find out how a well designed referral system brings a consistent stream of referrals to this firm’s advisors every week.
Thu, November 8 At some point, a market decline will be here and disrupt your client relationships. Planning your communication strategy now can help maintain your relationships.
Thu, November 1 There’s more to a successful financial advisory relationship than providing good advice. For the relationship to be successful, clients must act on that advice. Today on the Becoming Referable podcast, Dr. Moira Somers helps us dive into the clients’ heads to understand what goes into acting on that advice – or not.
Thu, October 25 Here are a few year-end gifting principles to express your gratitude and avoid gifts that backfire.
Fri, October 19 Learn Stacey’s 5-step process for driving more referrals
Thu, October 11 Most firms that claim to be “referral only” actually mean they don’t market. What if it were a systematic process?
Thu, October 4 Cheryl discusses the principles of developing advisors, integrating technology, and creating a culture that attracts clients.
Thu, September 20 An interview with Larry Miles about how AdvicePeriod is out to create the service firm of the future.
Tue, September 18 Here are two unique skill building opportunities this fall.
Thu, September 13 Do your clients get excited when they hear about your process? If they did, it might be a lot easier to get them on board.
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Pittsford, NY 14534 | 585-381-2662
© 2013-forever, Stephen Wershing.
All rights reserved.
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10 Office Parkway Suite 300. Pittsford, NY 14534 | 585-381-2662
Home | Contact Us | Login | © 2013-forever, Stephen Wershing. All rights reserved.
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