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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is incomplete, outdated, or wrong”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 Anatomy of the Referral (2)

Thursday

Oct112012

Thu, October 11

Littlechild Dispels the Cult of Satisfaction

Julie Littlechild explains that to seriously drive referrals we need to get away from the "cult of satisfaction" and to look more deeply at what drives client loyalty.

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Stephen Wershing |

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Thursday

Mar292012

Thu, March 29

Understand Why People Make Referrals and You Can Attract More

I specifically say “make a referral to you” and not “give you a referral” because, when it happens naturally, a referral is not something a client gives you; a referral is something he gives a friend.

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Stephen Wershing |

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Entries in Anatomy of the Referral (2)

Littlechild Dispels the Cult of Satisfaction

Understand Why People Make Referrals and You Can Attract More