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is incomplete, outdated, or wrong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.

Create a free account to be able to access the resources mentioned in my book and a variety of helpful tools, presentation keynotes, additional material and more!

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10 Office Parkway

Suite 300

Pittsford, NY  14534

585-381-2662

info@theclientdrivenpractice.com

 

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Thursday
Sep142017

Throwdown: SEI's John Anderson and I debate Client Advisory Boards

When John Anderson of SEI posted that he thought you should avoid client advisory boards, you can imagine my response.

Click to read more ...

Friday
Sep082017

Creating Distinction that attracts referrals - Scott McKain on the Becoming Referable podcast

Taking the idea of ‘distinction’ and translating it into creating a unique client experience.

Click to read more ...

Thursday
Aug242017

Michael Kitces on the Becoming Referable podcast

We talk to Michael about all things referrals.

Click to read more ...

Thursday
Aug102017

Creating an extraordinary client journey - Julie Littlechild on the Becoming Referable Podcast

Julie and I talk about the idea of a client journey, and contrast it with an advisor’s offering. We talk about how to put together a client journey map and how it can help you create an exceptional experience.

Click to read more ...

Monday
Jul172017

The Evolution of Client Engagement - Spenser Segal on the Becoming Referable Podcast

Complying with the DOL Rule will require a systematized, auditable client process. But that process will get you referrals, too.

Click to read more ...

Friday
Jun302017

Making marketing great again - David Meerman Scott on the Becoming Referable podcast

New strategies for attracting a lot of attention on social media from the master.

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Thursday
Jun152017

Creating a niche for entrepreneurs - Randy Gerber on the Becoming Referable podcast

Randy and his firm are a wonderful example of what happens when a personal passion informs a target market, and the rest of the business aligns itself in support of those things.

Click to read more ...

Tuesday
Jun062017

Financial Planning without the plan - Josh Patrick on the Becoming Referable podcast

Josh explains why his approach to financial planning does not involve a financial plan, the power of saying ‘no’ to the wrong clients, and five steps towards creating a sustainable business.

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Friday
May192017

Know More about your clients - Sam Richter on the Becoming Referable podcast

Know More about how to attract clients and referrals with Sam's ingenious ways to leverage the internet to enhance rapport and relationships.

Click to read more ...

Thursday
May112017

The “I know better” fallacy and how it can detract from your client experience

Your clients are the experts at what they like.

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.