The CEO of Signature Wealth Group discusses how he is responding to the crisis and how to grow a thriving advisory business even in this environment. Continue reading
Author: Stephen Wershing
An expert explains how to talk to nervous clients – Peter Atwater on the Becoming Referable podcast
People’s brains actually change under anxiety and stress. You need to communicate with them differently. Researcher Peter Atwater explains how. Continue reading
The right way to reassure clients (and it will get you referrals)
Empathizing with clients will get you better outcomes and more referrals. Continue reading
Client satisfaction is not enough – Gallup’s Jim Asplund on the Becoming Referable podcast
Few organizations understand as much about clients as Gallup. We talked to their chief scientist about getting past satisfaction and into real emotional connection. Continue reading
Contact your clients about the market now. Here’s what to say.
The three things you need to communicate when markets are in turmoil. Continue reading
Creating an Incredible Retirement – Brian Fricke on the Becoming Referable podcast
Lots of advisors do pre-retirement planning, but this advisor sets himself apart by helping clients create an Incredible Retirement®. Continue reading
Love your clients
If you loved me, you’d know. Continue reading
Create more marketing impact through campaigns – the Becoming Referable podcast
Get more out of marketing activities by organizing them into themes that build and compound. Continue reading
What a client advisory board can (and cannot) do
A client advisory board will help increase loyalty and increase referrals. But if that's all you are in it for you will be disappointed. Continue reading
How your website affects referrals – Samantha Russell on the Becoming Referable podcast
Everything is affected more and more by the Internet. Find out why getting referrals increasingly relies on a good website, and what you may be missing out on if you haven’t updated yours. Continue reading