New Interview on FPPad TV!

I had the pleasure today to have a conversation with Bill Winterberg of FPPad. In the short video, we discuss a couple easy ways you can strengthen your referral marketing efforts with technology.

If you don’t know Bill, he keeps advisors abreast of technologies and innovations that may affect your practice and that you can use to make your business more efficient and successful. His blog is one that should be on your reading list.

Thanks for having me on, Bill!


  1. Bill WinterbergSeptember 4, 2013

    Thank you Stephen for sharing your insight on how advisers can use technology to drive referrals. They days are numbered of the awkward, "Can you refer us to someone you know?" question!

  2. Stephen WershingSeptember 4, 2013

    Thanks for the interview! And thanks for your help in our crusade to get advisors to stop asking for referrals!


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