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is incomplete, outdated, or wrong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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10 Office Parkway

Suite 300

Pittsford, NY  14534




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Marketing inbreeding

If you want a compelling marketing plan that connects with prospects, involve your clients in creating it.

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Client Feedback Article in Investment Executive

I was recently quoted in an article on client feedback in Investment Executive magazine. Click to the blog post to get the link.

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The value of a professional facilitator for your client advisory board

A client advisory board is critical in connecting with your best clients and engaging them in guiding your strategic plan. Run the meeting yourself, however, and attempt to be both a facilitator and participant, and most of those benefits will never be realized.

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Learn how to create a Client Driven Practice, and revolutionize how you attract clients and referrals.

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Put your clients in the driver seat

Want to differentiate your practice and make referrals a lot easier to get? Let your best clients design your practice.

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Would you pass the test of your clients checklist?

Your clients checklist:Do you know what your clients value most? Focusing on that is the fastest way to more referrals and new clients.

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Guest Hosting the CEO Hour

I just had the opportunity to host The CEO Hour internet radio program. Follow the links to hear interviews with our great guests.

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Do You Really Know Your Clients?

A deeper understanding of how your clients frame reality can make you a better advisor

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The importance of system

The key to consistent service delivery is a well designed system. Each function in a financial advisor's practice needs the 4 Ps: Policy, person, procedure, proof. From there, you can create checklists and work flow.

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Role Play

Key to running an effective advisory practice is to play the right role at the right time. I see this principle broken all the time in advisors practices. Here are some of the ideas and readings behind that principle, with examples.

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10 Office Parkway Suite 300.
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.