When your best clients drive your practice,
attracting more of them is easy
Learn to get referrals the natural way
and revolutionize your business
Most of what you have heard about getting referrals
is incomplete, outdated, or wrong
Advisors don’t get referrals because they
have no formal plan to attract them
Steve Wershing is the best marketing mind in
financial planning. - Bob Veres (Publisher, Inside Information)
Introductions following our last client advisory board meeting represent almost $30 million in new assets.

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10 Office Parkway

Suite 300

Pittsford, NY  14534

585-381-2662

info@theclientdrivenpractice.com

 

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Friday
Apr192019

Expanding your reach – Sheryl Garrett on the Becoming Referable podcast

Industry icon Sheryl Garrett describes how adopting a new model revolutionized her business and the industry.

Click to read more ...

Friday
Apr122019

Taking baby steps toward your marketing plan

Updating your marketing can be easy. Just do it in small increments.

Click to read more ...

Thursday
Apr042019

The ins and outs of client feedback – This week’s Becoming Referable podcast

How can you go beyond client satisfaction and use feedback as a powerful business development tool?

Click to read more ...

Friday
Mar292019

Solve their current problem

Sometimes you need to give people a little taste of your service to open their minds to the whole experience.

Click to read more ...

Thursday
Mar212019

Improving the client experience with the right technology stack – David Lyon on the Becoming Referable podcast

Creating a referable, differentiated service by having the right back office automation and systems.

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Friday
Mar152019

Does your value proposition attract clients?

Summary: Introduce yourself to future clients in a way that makes them understand that they need you.

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Thursday
Mar072019

Gifts that build relationships and referrals – John Ruhlin on the Becoming Referable podcast

The way most advisors give gifts to clients does nothing for relationships, loyalty and referrals. Here’s how to give gifts and deepen relationships.

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Thursday
Feb282019

What a hostage negotiator can tell you about introducing yourself to a new client

He persuaded sociopathic killers to trust him. He can help you develop that trust in prospective clients.

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Wednesday
Feb202019

Giving different generations “multiple points of entry” – April Rudin on the Becoming Referable podcast

Attracting multiple generations by segmenting your messaging and leveraging centers of influence.

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Thursday
Feb142019

What magazine is your business?

Why take the time to distill a client personality, when Condé Nast has already done it for you?

Click to read more ...

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10 Office Parkway Suite 300.
Pittsford, NY 14534 | 585-381-2662

© 2013-forever, Stephen Wershing.
All rights reserved.

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10 Office Parkway Suite 300. Pittsford, NY 14534 | 585-381-2662

Home | Contact Us | Login | © 2013-forever, Stephen Wershing. All rights reserved.