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is incomplete, outdated, or wrong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 effective client communication looks like – Matt Halloran on the Becoming Referable podcast | Main | Gaining influence - Jay Palter on the Becoming Referable podcast »
Thursday
Jul122018

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!

PrintView Printer Friendly Version

EmailEmail Article to Friend

Reader Comments (1)

Steve,

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

July 13, 2018 | Unregistered CommenterPaul

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.