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Free eBook Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself download

by Stephen Wershing

Free eBook Stop Asking for Referrals:  A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself download ISBN: 0071808191
Author: Stephen Wershing
Publisher: McGraw-Hill Education; 1 edition (October 2, 2012)
Language: English
Pages: 208
Category: Work and perfomance
Subcategory: Marketing and Sales
Size MP3: 1393 mb
Size FLAC: 1287 mb
Rating: 4.8
Format: lrf lit mbr doc


The way to start getting referrals? STOP ASKING In all his years of helping financial professionals build and grow their businesses. One of the best business development books for a financial advisor that I’ve ever read.

The way to start getting referrals? STOP ASKING In all his years of helping financial professionals build and grow their businesses. It will take some time, but I intend to implement these recommendations.

Wershing Stephen (EN). The way to start getting referrals? STOP ASKING In all his years of helping financial professionals build and grow their businesses, Stephen Wershing has learned that the number one way to make sure you don't get a referral is by asking for it. Why? Because studies prove that clients refer you not to benefit you but to benefit themselves. So you have to approach the challenge from a completely new angle. Stop Asking for Referrals helps you do exactly that

Stop Asking for Referrals is on my Top Ten list of books that I believe offer the most meaningful strategies for . Steve's ideas for referral marketing are brilliant and just plain common sense

Stop Asking for Referrals is on my Top Ten list of books that I believe offer the most meaningful strategies for advisors. Steve's ideas for referral marketing are brilliant and just plain common sense. Advisors will embrace his book as the new referral bible.

Stop Asking for Referrals is on my Top Ten list of books that I believe offer the most meaningful strategies for .

Stop - Asking for Referrals : A Revolutionary New Strategy for Building a Financial Service Business .

Stop - Asking for Referrals : A Revolutionary New Strategy for Building a Financial Service Business That Sells Itself.

His book, Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that . In asking clients what they found most valuable about the services Golub Group provides, they made a startling discovery

His book, Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself was published by McGraw Hill in 2012. Golub Group is a large, successful advisory firm that provides wealth management services to its affluent clients. In asking clients what they found most valuable about the services Golub Group provides, they made a startling discovery.

His book, Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself was published by McGraw Hill in 2012. Steve has authored articles or been quoted in many trade and popular publications including Journal of Financial Planning, Financial Advisor, Investment Advisor, Investment News and USA Today. Steve started as a registered rep 30 years ago, becoming a fee based advisor and later into a broker dealer executive

Looking to up your financial mindset - read these books to learn a little more about investing, getting rich .

Looking to up your financial mindset - read these books to learn a little more about investing, getting rich, and paying down debt. Tips for interior designers: customer personality inspiration. Students need to ready and study successful people to understand the traits of successful individuals. See You At The Top By David Ibiyeomie Zig Ziglar Quotes Repetition. P Words New Books Books To Read Good Books Gerhard Reading Online Army The Secret Author.

Publication, Distribution, et. New York. McGraw-Hill, (c)2013. Formatted Contents Note: Why you need to stop asking for referrals How and why referrals happen Who's your target? What's so special about you? Your clients know better than you do Owning a spot on the client's brain Promoting your new identity The new referral conversation Centers of influence Your referral marketing strategy. Rubrics: Investment advisors Marketing Financial planners Business referrals Financial services industry.

Coaching financial advisors to increase referrals. Steve Wershing is the best marketing mind in financial planning. Stop asking for referrals. Bob Veres (Publisher, Inside Information). You can get more referrals that you ever have before – without asking! Learn More. A Revolutionary NEW Strategy for Building a Financial Service Business That Sells Itself. Reading this book will revolutionize how you think about growing your business – Michael E. Kitces, MSFS, MTAX, CFP®, Partner – Pinnacle Advisory Group, blogger – Nerd’s Eye View.

The #1 way to start getting referrals? STOP ASKING

In all his years of helping financial professionals build and grow their businesses, Stephen Wershing has learned that the number one way to make sure you don't get a referral is by asking for it. Why? Because studies prove that clients refer you not to benefit you but to benefit themselves. So you have to approach the challenge from a completely new angle.

Stop Asking for Referrals helps you do exactly that.

Inside, Wershing provides the tools you need to get more referrals than ever by designing your practice in a way that gets clients to mention you to friends when the opportunity arises. He calls it "the new referral conversation," and it works. Define your target market with accuracy and precision Communicate your value clearly and effectively Create your company's unique "brand" Harness the natural, normal social interactions of your clients to serve your marketing efforts

You'll also learn how to use client feedback to benefit your business, create your service package, and bring in new business.

"The way you have been told to attract referrals is based on an assumption that's wrong," Wershing writes. "And it is undermining your business and your relationships."

You will come away with a deep understanding of why and where referrals actually come from, how to tailor your own practice to get people talking about you, and ways to develop a communication plan to project your reputation.

So stop asking for referrals--and start attracting more new clients than you ever thought possible.

Praise for Stop Asking for Referrals

"Steve Wershing helps you unlock the untapped referral potential you have in your business today with an approach that is as comfortable as it is effective." -- JULIE LITTLECHILD, founder and president of Advisor Impact

"The most comprehensive, practical, and engaging guide I know of for strengthening existing client connections and cultivating new ones in a way that is experience-based, respectful, and long-lasting." -- OLIVIA MELLAN, psychotherapist, money coach, author of The Client Connection, and columnist for Investment Advisor

"Reading this book will revolutionize how you think about growing your business." -- MICHAEL E. KITCES, MSFS, MTAX, CFP, partner, Pinnacle Advisory Group, and blogger, Nerd's Eye View

"This book will help you overcome . . . discomfort and show you how to engage your clients so that they will proudly help you build your business. Kudos for this powerful, one-stop marketing resource!" -- SHERYL GARRETT, CFP, AIF, award-winning author, advisor, and founder of the Garrett Planning Network

"Stop Asking for Referrals is on my Top Ten list of books that I believe offer the most meaningful strategies for advisors. . . . Steve's ideas for referral marketing are brilliant and just plain common sense. Advisors will embrace his book as the new referral bible. -- SYDNEY LEBLANC, founding editor of Registered Rep magazine; partner of LeBlanc and Company

"Embrace Steve's advice if you'd like to see your practice growth become effortless, boundless, and fun!" -- MARIE SWIFT, CEO, Impact Communications, columnist for Financial Planning magazine, and author of Become a Media Magnet

User reviews
Memuro
I attend a lot of professional development webinars, read books, subscribe to blogs. Many of those relate to business growth through lead-flow. This fellow, Wershing, just takes a left turn where ever the crowd simply stays on course. I came away with so many changed opinions and ideas, feeling more in control, by being more realistic. I guess to sum it up, my thought is that he is describing ways to put into practice this principle: "If you have to ask, they won't answer. If you earn it consistently, they will pay dividends." The trick is the various ways to put this into practice. And I believe he does a very fine job of it, with tons of practical, implementable actions. One of the best books and educational products for my business growth I have ever found. Very highly recommend it. I expect to go back and review it a couple more times in the next few weeks.
Garne
It's become an accepted industry "best practice" for financial advisors to ask for referrals to find new client and grow their business. In fact, as advisors, we're constantly reminded to ask for referrals more often and do so in new and interesting ways.

Steve Wershing's book calls BS on this whole idea of asking for referrals and does a thorough job of explaining why.

If you're a financial advisor and are interested in growing your business, but are tired of putting your clients on the spot and awkwardly asking them for a referral, read this book. It's not about new and different ways to ask for referrals - it's about why we should stop asking for referrals and how our business can grow as a result
Jediathain
One of the best business development books for a financial advisor that I’ve ever read. It will take some time, but I intend to implement these recommendations.
Gavirus
After hearing "expert" after "expert" explain how to ask, plead, demand, trick, etc. for referrals, Stephen Wershing has finally laid to rest the rather pathetic manner in which our industry attempts to obtain referrals from clients. I always felt that the traditional method of asking for referrals was wrong. Imagine your doctor, after examining you, asking for referrals, how would you feel about your doctor?

Stephen has taken the subject and process and turned it on its head. Asking for referrals is no longer about the advisor but about the client and those people the client cares about. Clients refer not because you ask but because they are trying to help those they care about.

Stephen presents the process in a well-conceived, logical, step-by-step manner. This is a must read if you wish to obtain quality referrals from clients in a professional manner. Stephen, may your referral teaching competitors learn from your book!
NI_Rak
Great!
Gann
Steve's book is brillant. As a planner that still cringes at the idea of being classified as a "salesperson", Steve shows you step by step how you can build or reshape your practice in a way that not only serves the best interests of your clients, but attracts the type of clients that you specialize in and work best with. Hands down, it is the best instruction manual I've seen or could ask for building and/or fixing your practice. A great investment.
Laitchai
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. Besides, I was getting unsolicited referrals. Now after reading this book, I will be more intensional, seeking unsolicited referrals. I know that sounds like a contradiction of terms, but this book explains the concept. Great book
great book