Secrets of Referral Marketing

Presented by

Stephen Wershing, CFP

About this talk

Do you consider referrals as one of your most important sources for new clients? If yes, then you’re not alone. Most financial advisors count referrals as their number one source of new business. How much would your practice grow if you could double or triple referrals? The biggest roadblock for most advisors is the lack of a plan based on principles that work. Stephen Wershing, CFP®, has been a financial advisor for 23 years. In his 14 years as a broker dealer executive, he has coached hundreds of advisors on making their practices more successful. He will share what you need to know about attracting referrals using some of the most recent research available.

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The US Financial Advisors Channel provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning. You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.