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is incomplete, outdated, or wrong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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Be a Mentalist and develop faster rapport with clients

How much faster could you build rapport with prospective clients if you could seemingly read their minds?

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Changing the client conversation to drive referrals – Mark Schoenbeck on the Becoming Referable podcast

The real questions you tend to avoid that can deepen your client relationships and drive referrals.

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A Psychologist's View on Referrals – Bev Flaxington on the Becoming Referable Podcast

The human behavior side of referrals with Beverly Flaxington, co-founder of The Collaborative, human behavior coach, and former executive with John Hancock, Pershing, and a %3.5B RIA.

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Can’t Versus Don’t, Either One Can Work

Whether you provide a service other advisors cannot or that other advisors choose not to, the important thing is to create a difference and give your target clients a reason to choose you.

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Making Meaningful Connections - Dave Patchen on the Becoming Referable Podcast 

Dave Patchen, Senior Vice President of Raymond James, joins us to discuss discovering your value gap, asking better questions, and the power of caring and connection.

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The critical role of projecting a clear niche – George Hartman on the Becoming Referable podcast

George Hartman of Market Logics discusses the importance of a clear niche in attracting clients and referrals.

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Creating strong teams -- a Becoming Referable podcast with Kelli Cruz

If you’ve ever been tempted to scream “Help – I have a team!”, this week’s episode of the Becoming Referable podcast with Kelli Cruz is for you.

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The One Digital Marketing Tool That Will Make Your 2018 The Best Year Ever

Why video marketing will make you more successful than ever in 2018.

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The Power of “What We Do Isn’t for Everybody” – Gail Graham on the Becoming Referable Podcast

Gail Graham brings a powerful approach to marketing and brand strategy that may just be the wakeup call many firms are looking for.

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How Tuesday’s Democratic electoral sweep can mean more clients and referrals  

What to get people talking about you? Say something timely and relevant.

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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.