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“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is incomplete, outdated, or wrong”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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Entries in Advisor Impact (2)

Tuesday

Aug092011

Tue, August 9

In a market crash, what you ask your clients is more important than what you tell them

One of the joys of volatile markets is that you can actually remember the lessons of the last big downturn, because it was not that long ago. One of the significant ideas to arise from that difficult time was the importance of doing as much asking as telling.

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Stephen Wershing |

Guest Hosting the CEO Hour

I just had the opportunity to host The CEO Hour internet radio program. Follow the links to hear interviews with our great guests.

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Stephen Wershing |

Hire Steve for your conference or event

Entries in Advisor Impact (2)

In a market crash, what you ask your clients is more important than what you tell them

Guest Hosting the CEO Hour