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is incomplete, outdated, or wrong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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« What effective client communication looks like – Matt Halloran on the Becoming Referable podcast | Main | Gaining influence - Jay Palter on the Becoming Referable podcast »

Personal Tragedy to Perfected Niche: Stacy Francis On The Becoming Referable Podcast


If you’ve listened to the Becoming Referable podcast before, you know we are big fans of financial advisors who have perfected the art and science of designing their business around a clearly defined niche.

Today’s guest, Stacy Francis, is just such an advisor. Stacy is the President and CEO of Francis Financial, and founder of Savvy Ladies, a non-profit that has provided free personal finance education and resources to over 20,000 women. Stacy’s personal mission is to create a community of women who lift each other up and take ownership of their situations in order to move forward with confidence and live the life they deserve.

We often find that advisors who serve a specific niche have a personal connection to it, and you’ll hear how a tragedy in her life set Stacy on a trajectory that defined her career in financial services. From there you’ll get an education on how to tailor everything in your firm – the physical environment, messaging and online presence, client meetings and events, team skills and processes, referral marketing system, and more – to the clients who are right for you. Stacy shares her strategies and principles in detail, and will help you understand why it’s entirely worth your while to draw a line in the sand and make commitments about the work you do and for whom you do it.

Click here to listen. We’d love to hear your feedback on the episode!

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Reader Comments (1)


Totally agree with you regarding Stacy's website; clear, concise and helpful and therefore hugely effective. Enjoyed the interview with her.

July 13, 2018 | Unregistered CommenterPaul

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