Tag Archives | Stephen Wershing

Position Yourself So Your Clients – and Google – Can Give You Better Referrals

It’s another “blog takeover” this week.  I’m putting the finishing touches on my book this week (so excited) and I asked Stephen Wershing CFP® to share his insights.  Steve has an amazing perspective on what it takes to become referable. He is the President of The Client Driven Practice, a firm that coaches financial advisors how […]

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The Real Reason Clients Don’t Refer

Having spent a decade or two in this industry, I’ve met some extraordinary coaches. They work hard for their clients and help them accomplish great things. And yet, despite the fact that I know many coaches and think they do great work, I don’t think I make that many referrals to coaches. Curious. Or, perhaps […]

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