Do you have a competitive advantage, something that differentiates you from other financial advisors? Most advisors think they do, but they don't. Here is a simple test to help you check. Continue reading
Author: Stephen Wershing
Engaging Your Clients Strategically
Advisors who utilize their client advisory boards to engage their best clients strategically realize the most dramatic and valuable results. Continue reading
Three Point Approach For Continuous Referrals
Creating a continuous stream of referrals is possible with a simple, three point approach implemented in your practice. Overview of a free e-book available soon. Continue reading
the conversation is the relationship
The number of referrals you receive from clients is directly related to how often you meet with clients and what you discuss besides their portfolio when you do. Continue reading
Being a good referral
Advisors don't receive more referrals, because they are not that refer-able. Here is why clients refer, and how clarifying your value and differentiating will get you there. Continue reading
Marketing inbreeding
If you want a compelling marketing plan that connects with prospects, involve your clients in creating it. Continue reading
Client Feedback Article in Investment Executive
I was recently quoted in an article on client feedback in Investment Executive magazine. Click to the blog post to get the link. Continue reading
The value of a professional facilitator for your client advisory board
A client advisory board is critical in connecting with your best clients and engaging them in guiding your strategic plan. Run the meeting yourself, however, and attempt to be both a facilitator and participant, and most of those benefits will never be realized. Continue reading
The CLIENT DRIVEN PRACTICE(TM)
Learn how to create a Client Driven Practice, and revolutionize how you attract clients and referrals. Continue reading
Put your clients in the driver seat
Want to differentiate your practice and make referrals a lot easier to get? Let your best clients design your practice. Continue reading