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is incomplete, outdated, or wrong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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The “I know better” fallacy and how it can detract from your client experience

Your clients are the experts at what they like.

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Developing a niche for women in transition with Evelyn Zohlen on the Becoming Referable podcast

On this week’s Becoming Referable episode we welcome Evelyn Zohlen, founder of Inspired Financial, where she and her team specialize in serving women in transition.

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When do you involve your clients in a decision (and get the most referrals)?

Engaging clients in your decisions will boost referrals. When can you get them involved for maximum impact?

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FP Advance Founder Brett Davidson on the Becoming Referable Podcast

Sell all your belongings and travel the world, and keep your advisory firm running without missing a beat.

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Focus on helping referral sources and they will refer you

Rather than talking about what you can offer, find out how you can help them. Who you can connect them to.

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Managing your digital footprint - the Becoming Referable podcast

The future of being a referable advisor will be heavily influenced by your digital footprint. This week on the podcast, Raghav Sharma, co-founder and CEO of GuideVine joins us to talk about how you can create a digital presence that sets you apart.

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Ted Jenkin - The Social Media Ninja - on the Becoming Referable podcast

In our conversation, Ted, the Social Media Ninja, shares why and how he and his team have built a successful business around the Gen X/Y markets, and how the client experience they deliver stands out from the field.

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Participate in our new Referability Assessment

Want to get an idea how referable you are? This is your chance to get a free peek!

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The Ideal Text for Your Home Page

What you put on the home page of your website is probably the most important content in your marketing plan. Here is what you can put on it for maximum effect.

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Create a client persona to better connect with prospects and referrals

To better connect with the right people, whether through your marketing or through client or center of influence referral, try creating a client persona.

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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.