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is incomplete, outdated, or wrong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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« Be clear about how you’ll handle referrals outside your target market | Main | Personal Tragedy to Perfected Niche: Stacy Francis On The Becoming Referable Podcast »

What effective client communication looks like – Matt Halloran on the Becoming Referable podcast


Ever try communicating with a medical professional and have the jargon get in the way of understanding your or a loved one’s condition? Our guest on this episode of the becoming referable podcast, Matt Halloran, learned how to get past jargon when he was a therapist counseling families of patients in hospice.

Now a speaker, author, coach, social media expert, insane podcast host, and partner at Top Advisor Marketing, Matt has 20 years experience in financial services since his therapist days.

We discuss what effective communication looks like, the five mistakes financial advisors most commonly make in communicating with clients and simple exercises you can work through to address them. We dig into why Halloran sees social media as the best listening tool ever invented. And he shares ideas for utilizing social networks to get to know your existing clients in new ways and attract more of your ideal clients.

Click here to get this episode and get this advice and more, including the story of the outrageous offer he made to Ron Carson that got him in the financial services business.

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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.