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is incomplete, outdated, or wrong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.

Create a free account to be able to access the resources mentioned in my book and a variety of helpful tools, presentation keynotes, additional material and more!

Tags
Contact information

10 Office Parkway

Suite 300

Pittsford, NY  14534

585-381-2662

info@theclientdrivenpractice.com

 

Connect with Steve

join our mailing list
* indicates required

Get posts in your reader

Looking for the resources mentioned in the book?

Click "Register" to join, and Login get free tools!

« What if “referral only” was a strategy? | Main | Wealth Management is broken and we’re going to fix it »
Thursday
Oct042018

Developing teams and enhancing the client experience – Cheryl Holland on the Becoming Referable podcast

   

Cheryl Holland knows something about scaling a business.  She is the President and Founder of Abacus Planning Group, which started in a small market and has grown to manage $1.1 billion in client assets.  Cheryl attributes that growth to the effective use of processes and a strong culture.  And, she’s ready for their next big leap to take the business to the next stage.

We’re thrilled to welcome Cheryl to the Becoming Referable podcast today. She is a mainstay in top advisor lists such as Barron’s and Wealth Manager, and was recognized by the National Association of Personal Financial Advisors as one of the “30 Most Influential People” in its 30-year history. And she was generous with her time in letting us pick her brain about how she was able to build Abacus into a firm that receives a constant stream of referrals.

Abacus truly ‘walks the walk’ in terms of having a team approach to client service. Cheryl outlines how they have structured client teams, so that every client knows their point-person for different parts of their financial life. She stresses the importance of mentoring and a culture that may not be right for everyone, but fosters accountability and growth for each team member. We dig deep into the processes the firm has put in place, including the specifics of their CRM structure, and how this all comes together to make them highly referable, particularly among centers of influence.

Click here to listen to the conversation, and make sure you’re subscribed for access to future episodes.

PrintView Printer Friendly Version

EmailEmail Article to Friend

Reader Comments

There are no comments for this journal entry. To create a new comment, use the form below.

PostPost a New Comment

Enter your information below to add a new comment.

My response is on my own website »
Author Email (optional):
Author URL (optional):
Post:
 
Some HTML allowed: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <code> <em> <i> <strike> <strong>

Subscribe for FREE to The Client Driven Practice Referral Marketing Tips!

10 Office Parkway Suite 300.
Pittsford, NY 14534 | 585-381-2662

© 2013-forever, Stephen Wershing.
All rights reserved.

Home | Contact Us | Login

site by: CR

10 Office Parkway Suite 300. Pittsford, NY 14534 | 585-381-2662

Home | Contact Us | Login | © 2013-forever, Stephen Wershing. All rights reserved.