“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is incomplete, outdated, or wrong”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 service model (1)

Thursday
Dec132012
DateThu, December 13

Cisco: How to Win Younger Wealthy Clients

A new report from Cisco indicates that wealthy investors under 55 have less trust in advisors and different expectations than older clients, and offers some ideas on how to attract them.

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.