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is incomplete, outdated, or wrong”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

Friday
Jul302010
DateFri, July 30

Role Play

Key to running an effective advisory practice is to play the right role at the right time. I see this principle broken all the time in advisors practices. Here are some of the ideas and readings behind that principle, with examples.

Click to read more ...

AuthorStephen Wershing | Comment1 Comment | | Print ArticlePrint Article

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