Owning a Spot on Your Client's Brain Can Stimulate Referrals
This is a great presentation by Steve Wershing, CFP, an advisor coach, mentor and trainer. Steve is the author of the forthcoming book, Stop Asking for Referrals, which should be out this fall (McGraw Hill). He is also speaking for a number of industry associations and groups in the financial services industry. Don't miss him if you see his name on a conference agenda! There is lots more good, free information on his site: http://www.theclientdrivenpractice.com.
Ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.
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