@swershing

Stephen Wershing creates unique financial advisor brands informed by client feedback.

 Rochester, NY
theclientdrivenpractice.com
Joined January 2009
  • Tweets6.9K
  • Following730
  • Followers1.8K
465Media
It was great fun talking with my friend @PusateriConsult on his great podcast The Sabbatical Experience. So I am honored to be included in his greatest hits! ow.ly/WJYG50L5gqX
1
Do you know a family that has been affected by cancer? Camp Good Days and Special Times strives to improve the quality of life for families affected by cancer through recreational and support activities. Please help me support them: ow.ly/OGVq50KB4Zr ow.ly/GiOT50KB4HP
1
Do you know a family that has been affected by cancer? Camp Good Days and Special Times strives to improve the quality of life for families affected by cancer through year-round recreational and support activities. Please help me support them: ow.ly/GiOT50KB4HP
1
Do you know a family that has been affected by cancer? Camp Good Days and Special Times strives to improve the quality of life for families affected by cancer through year-round recreational and support activities. Please help me support them: igfn.us/vf/TDT/StephenWershi… /
Grateful to be invited to chat with @leopusateri on his podcast The Sabbatical Experience. Thanks for the great conversation, Leo! thesabbaticalexperience.com/….
Grateful to be invited to chat with @leopusateri on his podcast The Sabbatical Experience. Thanks for the great conversation, Leo! ow.ly/LoCu50Kn0gJ.
Replying to @christine_benz @Wright_ap @MikeZaccardi
If they allowed drinking at those events, it would too easily become insurance presentation bingo.
2
Prove your worth to clients and prospects, and you'll attract more. Here's how to do it. My latest in @NAPFA Advisor magazine. ow.ly/hSMJ50JVn0G
Excellent thread. We need to be reminded of the basics. And have PATIENCE. Thanks, Thomas! ow.ly/V69A50JGvYU
Replying to @marieswift
Yikes! Glad you're OK.
Want exclusive access to the best ideas in attracting referrals? Participate in this survey on what's working for you and you'll be among the few to get the report Building a Referable Business. ow.ly/ohsk50IPKzV
Make your client advisory board like a TED conference ow.ly/TpE450INryJ
Worried your busy clients won’t participate in your client advisory board? This conference may persuade you otherwise. ow.ly/rZEh50INrxC
1
Want exclusive access to the best ideas in attracting referrals? Participate in this survey on what's working for you and you'll be among the few to get the report Building a Referable Business. ow.ly/ohsk50IPKzV
Replying to @TheDavidBuzo
Exactly.
1
If TED can persuade busy, wealthy people to pay $10,000 and take a week out of their schedules, you can get your high net worth clients to your advisory board. ow.ly/4nPu50INruA
Here's your access to the best ideas in attracting referrals. Participate in this survey on what's working for you and you'll receive exclusive access to what's working best for everyone. ow.ly/mOBH50IPKlV
RT @KristenLuke: One of the most common questions I get about niche marketing is, “Can I have more than one niche?” The answer comes down to your available resources. #financialadvisormarketing kaleidocreative.com/blogs/ca…
But will the advisors who need it most hear about it if I tweet it? Hmmm. xitter.cf/RealDavidBuzo/status/1…
David Buzo, MBA⚡️@TheDavidBuzo20 Apr 2022
Replying to @TheDavidBuzo
In 2021, I needed a new tax expert. I asked my parents, who raved about their guy of 15+ years. They gave me his #. I don't simply call people, I need to do my research. No website, no LinkedIn profile, nothing. I moved on. He lost my business before he knew that I ever existed.
1
1
RT @SEIJohnA: What is "smart scale" and how can advisors use it to their advantage? #PracticiallySpeakingBlog bit.ly/397PYdt
Load more