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Aug162010
Mon, August 16 Do You Really Know Your Clients?
A deeper understanding of how your clients frame reality can make you a better advisor
Entries in Money Quotient (1)
Mon, August 16 
“When your best clients drive your practice,
attracting more of them is easy”
attracting more of them is easy”
“
Learn to get referrals the natural way
and revolutionize your business”
and revolutionize your business”
“
Most of what you have heard about getting referrals
is incomplete, outdated, or wrong”
is incomplete, outdated, or wrong”
“
Advisors don’t get referrals because they
have no formal plan to attract them”
have no formal plan to attract them”
“Steve Wershing is the best marketing mind in
financial planning.” - Bob Veres (Publisher, Inside Information)
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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