Audio/Web Conference: Stop Asking for Referrals! (and get more than you ever have before)
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.
The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
Why don't advisors get more referrals? Because most of what they have been told about them is wrong! During this acclaimed program, you will discover what you need to know about attracting referrals, learning innovative new strategies using some of the most recent research available.
Attendees will Learn:
Stephen Wershing, CFP, coaches financial advisors on how to create and implement referral marketing plans. His firm, The Client Driven Practice, teaches advisors how to focus their business on what clients value most and make this the center of their communication strategy, resulting in elevated productivity, higher profitability, and dramatically increased referrals. Steve entered the investment and financial planning industry in 1987. He has been COO of a national broker dealer and president of a regional Broker Dealer. He has authored articles for the Journal of Financial Planning on referrals and client advisory boards, and been quoted in many trade and popular publications, including Financial Planning, Investment Advisor, Financial Advisor, Investment News, the Wall Street Journal and USA Today. His book, Stop Asking for Referrals, A Revolutionary New Strategy for Building a Financial Services Business That Sells Itself was published by McGraw Hill in 2012.