When your best clients drive your practice,
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Learn to get referrals the natural way
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Most of what you have heard about getting referrals
is incomplete, outdated, or wrong
Advisors don’t get referrals because they
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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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Getting clients to follow your advice – Moira Somers on the becoming referable podcast


There’s more to a successful financial advisory relationship than providing good advice. For the relationship to be successful, clients must act on that advice. Today on the Becoming Referable podcast, Dr. Moira Somers helps us dive into the clients’ heads to understand what goes into acting on that advice – or not.

Moira is a consulting psychologist, professor, executive coach, and best-selling author of the book Advice that Sticks: How to Give Financial Advice that People will Follow. Through her work in medicine as well as extensive experience in the financial services industry, Moira has fantastic insights into the mental obstacles for clients in adhering to advice. In our conversation we cover those obstacles and how advisors can help clients overcome them, leading to stronger relationships built on trust and understanding, and of course, more referability for the advisor.

You’ll hear us talk about the ‘curse’ of knowledge, societal factors affecting gratification and impulse control, primary drivers of motivation, and ways for advisors to gain a deeper understanding of clients’ needs, behaviors and thought patterns in order to guide them to make better decisions. We get right down to do’s and don’ts in conversations with clients, and the kinds of questions that can lead to more engaging and productive meetings. It’s a healthy dose of psychology applied to our world, and we think you’ll appreciate Moira’s expertise as much as we did.

Click here to listen now, and let us know what you think!

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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.