Stephen Wershing
@swershing
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Stephen Wershing creates unique financial advisor brands informed by client feedback.
Rochester, NY
Joined January 2009
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!
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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: https://t.co/KRkj2DvWg3
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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:
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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: https://t.co/99VZaDeWFB /
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Grateful to be invited to chat with @leopusateri on his podcast The Sabbatical Experience. Thanks for the great conversation, Leo! https://t.co/zaV0ls8CDm.
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Grateful to be invited to chat with @leopusateri on his podcast The Sabbatical Experience. Thanks for the great conversation, Leo! https://t.co/R7D9jH3VjY.
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Prove your worth to clients and prospects, and you'll attract more. Here's how to do it. My latest in @NAPFA Advisor magazine.
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Excellent thread. We need to be reminded of the basics. And have PATIENCE. Thanks, Thomas!
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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.
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Make your client advisory board like a TED conference https://t.co/uzWZa4QktQ
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Worried your busy clients won’t participate in your client advisory board? This conference may persuade you otherwise. https://t.co/FUTE0nKfXC
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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.
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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. https://t.co/NTFu57XcAe
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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.
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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
This article offers rules of thumb for three types of financial advisory firms to help determine whether having multiple niches is for you.
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But will the advisors who need it most hear about it if I tweet it? Hmmm.
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.
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RT @SEIJohnA: What is "smart scale" and how can advisors use it to their advantage? #PracticiallySpeakingBlog
https://t.co/E1qrH25UTN
seic.com
How hyper-personalized marketing beats out robo-advice every time.
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RT @jlittlechild: You’re invited to participate in new research, Building a Referrable Business. Our goal is to help you understand how to optimize the untapped referral opportunity in your business. Click here to participate: https://t.co/nPwKZyrcgx
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Hey, @EricRClarke there's got to be some way your PR folks can capitalize on this! RT @dmscott: 50 years ago today, Apollo 16 lunar module Orion landed on the Descartes Highlands. Congratulations @Cmd16Duke Charlie Duke, the 10th human to walk on the moon!
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Hey, @ericrclark there's got to be some way your PR folks can capitalize on this! RT @dmscott: 50 years ago today, Apollo 16 lunar module Orion landed on the Descartes Highlands. Congratulations @Cmd16Duke Charlie Duke, the 10th human to walk on the moon!
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