Stop Asking for Referrals!

Stephen Wershing, CFP, President, The Client Driven Practice
During this acclaimed program, you will get what you need to know about attracting referrals, learning innovative new strategies using some of the most recent research available.

Steve covers:
- How referrals actually happen (it’s not what you think…)
- Why asking for referrals backfires
- How to be the person your clients will refer
- How to train your clients to refer you every time they meet a good prospect
- How to use LinkedIn to find prospects for your clients to introduce you to
- How to cultivate centers of influence
- How to design your own referral marketing plan
May 3 2012
47 mins
Stop Asking for Referrals!
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Business insight for RIAs and fee-only FAs
Thought Leadership for Financial Advisors (TLFA) 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.

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  • Live at: May 3 2012 5:00 pm
  • Presented by: Stephen Wershing, CFP, President, The Client Driven Practice
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