Thursday, September 20, 2012

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:

No comments:

Post a Comment