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is incomplete, outdated, or wrong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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Building your financial advisor brand step by step – Jay Coulter on the Becoming Referable podcast

Jay Coulter shows us how a financial advisor can manage blogging, podcasting, and social media and build a brand without being overwhelmed.

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Use Google to tune your marketing

Make sure you have a message that differentiates you – Google your competition.

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Connecting with your passion and building a sustainable business – Dan Sullivan of Cambridge Investment Research on the Becoming Referable podcast

Connecting with your passion, getting clarity around what sets you apart and articulating your value proposition.

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“Do with you” gets more referrals than “do for you”

Involving your clients in your process leads to more referrals.

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What College Planning Can Tell Us About Developing a Niche -- Joe Messinger on the Becoming Referable podcast

If you’ve ever wished for a 40-minute crash course on building a successful business around a specific niche, today is your lucky day.

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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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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.