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STEPHEN WERSHING, CFP, teaches financial advisors how to attract more customers and referrals by developing more client-connected and client-driven practices. He serves as a consultant to financial practitioners on many issues, including strategic differentiation, client advisory boards, and implementing technology. In addition to writing his own blog, he is a regular contributor to Advisors4Advisors.com and financial-planning.com.
The following lines in Stephen Wershing’s "Stop Asking for Referrals" caught my eye.
"I have looked at hundreds of advisor websites, and many referrals,... Read more
After 20 years in the industry, I stopped asking for referrals, not because I thought it was the right thing to do, but because it always made both me and my client uncomfortable. Read morePublished 22 months ago by Stephen Parish
Bought the book because the intro indicated a different approach to developing business. Other than telling us not to ask for names you can call, it's the same advice as is... Read morePublished on June 21, 2013 by Bekah
As a coach who works with financial and insurance professionals, and as the author of BECOME A CLIENT MAGNET, I found this book to be a breath of fresh air. Read morePublished on March 7, 2013 by Sandy Schussel
Look at the date range of reviews. Book is published on September 11 and within 30 days the book gets 13 "5-star" reviews. Since that time no reviews at all. Read morePublished on December 8, 2012 by Robert Deprez
I've been following Stephen's blog for a while, so I was excited to hear about his book. We used much of the advice at one of our firm's recent quarterly strategic review meetings... Read morePublished on October 12, 2012 by Ben Birken
Stop Asking for Referrals brings refreshing insight into what has historically been the number one way a financial advisor grows his or her business. Read morePublished on October 9, 2012 by Sam
It's become an accepted industry "best practice" for financial advisors to ask for referrals to find new client and grow their business. Read morePublished on October 3, 2012 by Russ Thornton