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is incomplete, outdated, or wrong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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Thursday
Jun212018

What your clients told me about your website

Write less, use language we understand, and stop with the stock photos were all themes at many of the client advisory boards we conducted this spring.

Click to read more ...

Thursday
Jun142018

Make yourself distraction-proof: Paul Kingsman on the Becoming Referable Podcast

What could you accomplish if you were as focused as an Olympic athlete on building your business? We found someone who could tell us.

Click to read more ...

Wednesday
May302018

Differentiation through expertise at transitions – Susan Bradley on the Becoming Referable podcast

Guiding clients through transitions is fundamental to financial planning and a powerful way to attract clients and referrals.

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Thursday
May172018

Research shows client feedback can make or break your business – Kevin Quigg on the Becoming Referable podcast

New research shows that ongoing client feedback can help you get through an unexpected disruptive event and save your business.

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Friday
May112018

What are you a PhD in?

I believe the best clients gravitate to the advisors who have a PhD in their particular situation.

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Thursday
May032018

Be trusted and believed – Kelly Decker on the Becoming Referable podcast

How you communicate can be more important than what you say. Here’s how to influence clients and prospects.

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Thursday
Apr262018

How clients forget your value proposition

Keep planning (and its benefits) present with your client and they will include it more consistently in the conversation when they make a referral.

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Thursday
Apr192018

Marketing Strategies to embrace and which to leave behind – Robert Sofia on the Becoming Referable podcast

How to automate the right communications to increase engagement and drive growth

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Friday
Apr132018

You can’t choose awesome

Excellence is not something you can simply choose. But it is the product of your choices.

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Thursday
Apr052018

The Referral Power of Real Expertise – Mary Beth Franklin on the Becoming Referable Podcast

Franklin discusses how you can become more valuable to clients, and more referable, by developing deeper expertise in particular issues your retiring clients must navigate.

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.