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is incomplete, outdated, or wrong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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Kathleen Burns Kingsbury on Breaking Money Silence

Discussing the emotional aspects of money is something almost no one wants to do.

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Why how you answer “How’s it going?” affects referrals

Referral marketing is all about communicating the right message consistently, even to the simplest of questions.

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Mark Tibergien on Brand, Culture and Referability

Mark Tibergien tells us why creating a culture based on clearly defined values is one of the most important responsibilities of a firm’s principal.

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Experts get more referrals than specialists

Having something unique to offer makes you a specialist. But experts get sought out by prospects and COIs.

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The Psychology of Referrals - Dan Allison on the Becoming Referable podcast

Dan Allison shares specific ways to talk to clients that will get them to refer without asking for lists of names.

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New Study Released: The Elements Of Referability

What’s the one thing you can do to attract more referrals? It’s a trick question. A new study released by SEI explains.

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SEI's new Elements of Referability research paper - John Anderson on the Becoming Referable podcast

SEI has just published a new research paper based on a study I did with Julie Littlechild, The Elements of Referability.John Anderson joins Julie and me to discuss it.

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Throwdown: SEI's John Anderson and I debate Client Advisory Boards

When John Anderson of SEI posted that he thought you should avoid client advisory boards, you can imagine my response.

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Creating Distinction that attracts referrals - Scott McKain on the Becoming Referable podcast

Taking the idea of ‘distinction’ and translating it into creating a unique client experience.

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Michael Kitces on the Becoming Referable podcast

We talk to Michael about all things referrals.

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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.