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is incomplete, outdated, or wrong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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« Differentiating yourself by doing marketing – Megan Carpenter on the Becoming Referable podcast | Main | A communication guide for the market downturn »

The power of a referral marketing system – Danilo Kawasaki on the becoming referable podcast


The research is in: firms with a formal referral marketing system see more client referrals than those without. For a real-life example, we thought we’d invite Danilo Kawasaki to the Becoming Referable podcast.

Danilo is the Co-Founder, Vice-President and COO of Gerber Kawasaki. In his previous company, where he rose to the rank of branch manager at age 24, he tripled the branch’s revenue from 2004 to 2007. After the financial crisis of 2008, Danilo set out on a personal mission to provide clients with modern, unbiased, independent financial advice in line with their goals and tolerance for risk, resulting in the formation of his current firm. Today, Gerber Kawasaki has 14 advisors working with over 6,000 families and managing over $650 million in assets, and continues to grow by leaps and bounds thanks to a constant stream of referrals.

In our conversation, Danilo shares his high-level thoughts on what drives referrals, and then drills down on the specifics of the firm’s service and advice model, marketing strategies, and targeted use of data and technology. He tells us how they generate – and manage – thousands of referrals every year. He talks about where their approach is standardized vs. customized, and how they manage client expectations to make sure everyone’s needs are being met (hint: they let their computers be their bosses). We also get into the team culture and values, and how they were able to attract a group of brand new advisors at the outset who are still contributing to the growth of the firm today.

Click here to listen; we know you’ll walk away with great insights!

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10 Office Parkway Suite 300. Pittsford, NY 14534 | 585-381-2662

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