“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is incomplete, outdated, or wrong”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 Marie Swift (2)

Friday
Sep282012
DateFri, September 28

Marie Swift Interview - Best Practices Podcast

 

Marie Swift just released her interviews with Susan Turnbull and me on her Best Practices in the Financial Services Inductry podcast. 

Listen to or download both here.

AuthorStephen Wershing | CommentPost a Comment | | Print ArticlePrint Article
Tuesday
Oct112011
DateTue, October 11

Some great tips on advisory boards from Marie Swift, and some lousy examples of value statements from RIABiz

Marie Swift gives a great tips on advisory boards, and Brooke, you can do better

Click to read more ...

AuthorStephen Wershing | Comment1 Comment | | Print ArticlePrint Article

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