The Advisor Advantage

A Financial Guru’s Spouse On The Quest for Referrals with Sherrie Wehner - Episode 169


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In today's episode, Tammi talks to Sherrie Wehner, wife of financial advisor from PEM: Bruce Wehner. Sherrie is a marketing consultant who comes from two different perspectives in this episode to share her marketing background and explain to significant others of financial advisors how to get them referrals. Stay tuned and enjoy her story!

To learn more about the Prosperity Economics Movement

http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode 

Links and Resources from this Episode
  • http://sherwehnerconsulting.com/
  • https://www.linkedin.com/in/swehner
  • https://twitter.com/sherweh?lang=en
Show Notes
  • Sherrie as a marketing expert and wife -  2:38
  • Sherrie's background - 3:14
  • Spouses and business - 3:50
  • What the spouse does - 5:18
  • Traveling with her husband - 6:12
  • Three answers for “What does your husband do?” - 7:27
  • Making decisions to reach your financial goal - 9:06
  • The impact of a spouse - 9:56
  • The referral is so important - 11:04
  • How do you get referrals? - 12:29
  • Some secrets in a marriage are good - 14:35
  • Different financial goals - 16:07
  • The passion of helping clients - 17:45
  • Get in touch with Sherrie - 21:39
  • Do you want to refresh your brand? - 22:35
  • Being a supporter of the Movement - 24:04
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The Advisor AdvantageBy Kim Butler and Tammi Brannan

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