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is incomplete, outdated, or wrong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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Giving different generations “multiple points of entry” – April Rudin on the Becoming Referable podcast

As we look around our industry today, we’re finding that more and more advisors are seeing the need for a focused, clear and proactive marketing strategy. Our guest today has dedicated the last 10 years to this work; we’re thrilled to welcome April Rudin to Becoming Referable.

April is Founder and President of The Rudin Group, and is acknowledged as a top marketing strategist for the financial-services and wealth-management sectors. She forecasts and analyzes critical trends in the industry and creates marketing campaigns for enhancing brand visibility for advisory firms. She is a speaker, contributor to international news and business outlets, and also heads the editorial board for NexChange, a global financial services’ networking start-up.

Our conversation with April touches on three of April’s areas of expertise: wealth, fintech, and next-gen clients. She lays out her marketing philosophy, and why she believes in segmenting, but not over-segmenting your target audience and messaging, so that you can attract clients into your firm through multiple ‘points of entry’. We talk about why center of influence marketing is a gold mine for referrals, and how you can leverage it without having to continually ‘pitch’ yourself. April has great insights on how marketing to millennials differs from marketing to Gen Xers. She provides specific action steps you can take to start setting yourself apart and connecting with the next generation of high-net worth clients. 

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

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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.