Advisory Boards

Advisory Boards

Are You Willing to be Accountable to Your Clients?

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One thing preventing us from getting more clients is our unwillingness to take their advice. Susan Hammond, who conducts and blogs about customer advisory boards, posted a provocative ...
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Are You Willing to be Accountable to Your Clients?

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  by Stephen Wershing, The Client Driven Practice One thing preventing us from getting more clients is our unwillingness to take their advice. Susan Hammond, who conducts and ...
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How to Design a Referral Marketing Strategy – Results from Client Engagement Think Tank, Part Four

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In my first three posts on our client engagement think tank, I set the stage for a discussion of a referral marketing plan. What we found in our ...
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Don’t Ask For Referrals – Ask For Advice

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Let me introduce you to the most powerful business building question I ever learned. The question was taught to me by Bruce Peters, my coach and mentor and ...
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The Benefits Of Being In The Learning Mode: Can You Hear Your Clients?

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The Benefits Of Being In The Learning Mode: Can you hear your clients? by Stephen Wershing If you want greater share of wallet and more referrals, periodically you ...
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To Get Referrals, Your Clients Must Understand Your Target Market

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by Stephen Wershing, AdvisorChecklist.com When Andrew Sullivan, of Sullivan and Schlieman in Atlanta, formed his client advisory board, one of their top recommendations was to give each of ...
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How to Attract Referrals Systematically

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In my first three posts on our client engagement think tank, I set the stage for a discussion of a referral marketing plan. What we found in our ...
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The Advisor Your Clients Crave

The Advisor Your Clients Crave
Stephen Wershing’s presentation asks some very important questions for advisors to contemplate. Great questions lead to great answers, and the last position you want to find yourself in, ...
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The Conversation is the Relationship

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The number of referrals financial advisors receive from clients is directly related to how often they meet with clients and what they discuss besides their portfolio when they ...
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How to Leverage a Client Advisory Board to Maximum Benefit

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How to leverage a client advisory board to maximum benefit by Stephen Wershing, The Client Driven Practice Client advisory boards are powerful business development tools. The successful advisory ...
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