“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is incomplete, outdated, or wrong”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 Cerulli (1)

Thursday
Jun232011
DateThu, June 23

Client service will differentiate you better than fees or fiduciary

Summary: Two new studies reinforce that clients care more about service than how you get paid or whether you are a fiduciary.

Click to read more ...

AuthorStephen Wershing | CommentPost a Comment | | Print ArticlePrint Article

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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.