Knowing what drives you can be the “wow” factor for clients. Continue reading
Author: Stephen Wershing
Paint a picture of working with you
Help clients connect the dots between what you do and where they want to go. Continue reading
How to deepen relationships that generate referrals – Lisa Kirchenbauer on the Becoming Referable podcast
How financial life planning and transition planning revolutionized a business and created a steady stream of referrals. Continue reading
Know, Like, Trust, Nope
An old sales idea is fundamentally flawed. Continue reading
Secrets of Social Marketing – Kevin Knebl on the Becoming Referable podcast
Kevin provides expert advice on how to leverage social media platforms, especially LinkedIn, to build relationships and gain referrals. Continue reading
Lower the barriers for clients
Your business model may be getting the way of bringing in new clients. Continue reading
Engage yourself to engage clients
Some successful advisors find themselves feeling like they are on a treadmill and that negatively affects the experience and service they provide clients. Top consultant Leo Pusateri has a way to reengage with what got you excited in the first place. Continue reading
The unexpected insights and marketing power of a Client Persona
A year ago, Golub Group committed itself to creating an effective client persona. They ended up with a four-page document, some unexpected insights, and new clients that perfectly match the ideal they described. Continue reading
The problem with individual feedback
You may not realize it, but you’re biasing your clients’ feedback. Continue reading
How to Leverage LinkedIn to Attract Clients – Ben Kniffen on the Becoming Referable podcast
LinkedIn holds lots of opportunities for attracting new clients. Here’s how to make the most of them. Continue reading