Referral Marketing

Referral Marketing

How to Win Younger Wealthy Clients

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by Stephen Wershing, The Client Driven Practice A new report from Cisco indicates that wealthy investors under 55 have less trust in advisors and different expectations than older ...
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Is Attracting Referrals Passive?

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by Stephen Wershing, The Client Driven Practice Thomas Coyle, in an article in the Wall Street Journal last week, suggested that a strategy for attracting referrals, rather than ...
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Referrals can Expand Your Circles of Influence

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My Practice Norm Trainor
by Shauna Trainor, The Covenant Group Marketing your organization has many interconnected components. The advertisements you place in print publications must carry a similar message to those you ...
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Stop Asking for Referrals

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by Stephen Wershing, The Client Driven Practice The big day has arrived! My book on referral marketing, Stop Asking for Referrals, has now been released by McGraw Hill! ...
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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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A “Wow” Experience Is Not Enough

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We have been told that to attract referrals and clients, we have to provide a “wow” experience. But that’s just not enough on which to base a business ...
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Five Things You Can Do To Attract Referrals In 2012

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As you put your 2012 business and marketing plans into action, what are your plans for attracting referrals this year? One of the biggest reasons we do not ...
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For More Business, Prospect Fewer Clients

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It is utterly against the DNA of most advisors, but if you want to be a success at attracting referrals you must choose not to pursue good prospects. ...
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The Two Times Clients Refer You

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There are two times people will think to refer you – and, no, when you ask is not one of them. They are just after they have a ...
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Referrals 2.0 – A new perspective on who to target and how to attract them

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Referrals 2.0 A new perspective on who to target and how to attract them by Stephen Wershing, CFP® A financial adviser` think tank convened earlier this year may ...
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