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is incomplete, outdated, or wrong”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

Wednesday
Jun152011
DateWed, June 15

IPI study: advisors think their service is better than their clients do

A recent IPI study reveals 63% of ultra high net worth investors are fully satisfied with their advisors and that, shocklingly, 95% of advisors believe their clients feel that way.

Click to read more ...

AuthorStephen Wershing | CommentPost a Comment | | Print ArticlePrint Article

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