Referral Marketing

Referral Marketing

How to Win Younger Wealthy Clients

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 Printer-Friendly Version  Email This Article by Stephen Wershing, The Client Driven Practice A new report from Cisco indicates that wealthy investors under 55 have less trust in advisors ...
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Is Attracting Referrals Passive?

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 Printer-Friendly Version  Email This Article by Stephen Wershing, The Client Driven Practice Thomas Coyle, in an article in the Wall Street Journal last week, suggested that a strategy ...
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Referrals can Expand Your Circles of Influence

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 Printer-Friendly Version  Email This Article by Shauna Trainor, The Covenant Group Marketing your organization has many interconnected components. The advertisements you place in print publications must carry a ...
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Stop Asking for Referrals

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 Printer-Friendly Version  Email This Article by Stephen Wershing, The Client Driven Practice The big day has arrived! My book on referral marketing, Stop Asking for Referrals, has now ...
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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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A “Wow” Experience Is Not Enough

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 Printer-Friendly Version  Email This Article We have been told that to attract referrals and clients, we have to provide a “wow” experience. But that’s just not enough on ...
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Five Things You Can Do To Attract Referrals In 2012

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 Printer-Friendly Version  Email This Article As you put your 2012 business and marketing plans into action, what are your plans for attracting referrals this year? One of the ...
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For More Business, Prospect Fewer Clients

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 Printer-Friendly Version  Email This Article It is utterly against the DNA of most advisors, but if you want to be a success at attracting referrals you must choose ...
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The Two Times Clients Refer You

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 Printer-Friendly Version  Email This Article There are two times people will think to refer you – and, no, when you ask is not one of them. They are ...
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Referrals 2.0 – A new perspective on who to target and how to attract them

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 Printer-Friendly Version  Email This Article Referrals 2.0 A new perspective on who to target and how to attract them by Stephen Wershing, CFP® A financial adviser` think tank ...
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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 Immense Value of Client Feedback in Getting Referrals

The Immense Value of Client Feedback in Getting Referrals
 Printer-Friendly Version  Email This Article Last Friday, advisor coach Stephen Wershing was interviewed by executive coach Bruce Peters. He discussed the how to build a referral marketing program, ...
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Utilizing Feedback (Productively, to Gain Referrals)

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 Printer-Friendly Version  Email This Article Utilizing Feedback (Part 5 of 5) In case you missed the first four of five sections, here are the links: How Referrals Happen ...
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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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Automatic Referrals for Financial Advisors

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 Printer-Friendly Version  Email This Article Automatic Referrals for Financial Advisors Leveraging a Client Advisory Board in a Referral Marketing Program Most financial advisors report that referrals are their ...
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