Advisory Boards

Advisory Boards

Are You Willing to be Accountable to Your Clients?

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 Printer-Friendly Version  Email This Article One thing preventing us from getting more clients is our unwillingness to take their advice. Susan Hammond, who conducts and blogs about customer ...
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Are You Willing to be Accountable to Your Clients?

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 Printer-Friendly Version  Email This Article   by Stephen Wershing, The Client Driven Practice One thing preventing us from getting more clients is our unwillingness to take their advice. ...
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How to Design a Referral Marketing Strategy – Results from Client Engagement Think Tank, Part Four

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 Printer-Friendly Version  Email This Article In my first three posts on our client engagement think tank, I set the stage for a discussion of a referral marketing plan. ...
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Don’t Ask For Referrals – Ask For Advice

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 Printer-Friendly Version  Email This Article Let me introduce you to the most powerful business building question I ever learned. The question was taught to me by Bruce Peters, ...
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The Benefits Of Being In The Learning Mode: Can You Hear Your Clients?

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 Printer-Friendly Version  Email This Article The Benefits Of Being In The Learning Mode: Can you hear your clients? by Stephen Wershing If you want greater share of wallet ...
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To Get Referrals, Your Clients Must Understand Your Target Market

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 Printer-Friendly Version  Email This Article by Stephen Wershing, AdvisorChecklist.com When Andrew Sullivan, of Sullivan and Schlieman in Atlanta, formed his client advisory board, one of their top recommendations ...
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How to Attract Referrals Systematically

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 Printer-Friendly Version  Email This Article In my first three posts on our client engagement think tank, I set the stage for a discussion of a referral marketing plan. ...
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The Advisor Your Clients Crave

The Advisor Your Clients Crave
 Printer-Friendly Version  Email This Article Stephen Wershing’s presentation asks some very important questions for advisors to contemplate. Great questions lead to great answers, and the last position you ...
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The Conversation is the Relationship

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 Printer-Friendly Version  Email This Article The number of referrals financial advisors receive from clients is directly related to how often they meet with clients and what they discuss ...
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How to Leverage a Client Advisory Board to Maximum Benefit

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 Printer-Friendly Version  Email This Article How to leverage a client advisory board to maximum benefit by Stephen Wershing, The Client Driven Practice Client advisory boards are powerful business ...
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The Role of a Client Advisory Board in a Referral Marketing Program

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 Printer-Friendly Version  Email This Article The Role of a Client Advisory Board in a Referral Marketing Program by Stephen Wershing, The Client Driven Practice Consistent referrals arise directly ...
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