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is incomplete, outdated, or wrong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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« The Referral Power of Real Expertise – Mary Beth Franklin on the Becoming Referable Podcast | Main | Use Google to tune your marketing »

Building your financial advisor brand step by step – Jay Coulter on the Becoming Referable podcast


Fair warning in advance of today’s Becoming Referable episode: you’ll want to have your notebook handy.

Our guest today is Jay Coulter, host of the Resilient Advisor Podcast. That’s just the tip of the iceberg. Jay is a financial advisor turned investment strategist, practice management consultant, author, and speaker. He runs two business and a non-profit organization, and has grown his brands to over 200,000 online followers.

We had many questions for Jay on how he built a platform that has reached and helped so many professionals, and he gave us all the trade secrets. He details the three critical factors that make up a successful brand. He talks about content creation, blogging, podcasting, and maintaining a social media presence. A lot of this can seem daunting to a beginner, but Jay breaks it all down to bite-sized chunks, helping you focus on what matters most for each task. You’ll learn how to systematize your prospecting and relationship building and maximize your efforts along the way. The discussion is packed with resources you can start leveraging today to put Jay’s ideas into action, including a special set of tools Jay has made available to our listeners

Click here to listen and access those resources. We hope you find the conversation as valuable as we did!

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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.