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is incomplete, outdated, or wrong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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Friday
Apr072017

Managing your digital footprint - the Becoming Referable podcast

The future of being a referable advisor will be heavily influenced by your digital footprint. This week on the podcast, Raghav Sharma, co-founder and CEO of GuideVine joins us to talk about how you can create a digital presence that sets you apart.

Click to read more ...

Thursday
Mar232017

Ted Jenkin - The Social Media Ninja - on the Becoming Referable podcast

In our conversation, Ted, the Social Media Ninja, shares why and how he and his team have built a successful business around the Gen X/Y markets, and how the client experience they deliver stands out from the field.

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Monday
Mar202017

Participate in our new Referability Assessment

Want to get an idea how referable you are? This is your chance to get a free peek!

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Wednesday
Mar152017

The Ideal Text for Your Home Page

What you put on the home page of your website is probably the most important content in your marketing plan. Here is what you can put on it for maximum effect.

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Thursday
Mar022017

Create a client persona to better connect with prospects and referrals

To better connect with the right people, whether through your marketing or through client or center of influence referral, try creating a client persona.

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Monday
Feb272017

Alan Moore of XY Planning Network on this week's episode of Becoming Referable

Alan Moore on why Gen X is not a niche, active versus passive loyalty, and how younger clients refer differently.

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Friday
Feb102017

Julie Littlechild on the Becoming Referable Podcast

I interview Julie Littlechild about her new book this week on the Becoming Referable podcast.

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Wednesday
Feb012017

Become Absolutely Engaged to Maximize Client Engagement

If you lead an advisory firm, your level engagement has a big influence on the success of your firm and your own satisfaction, stress, and happiness. A review of Absolute Engagement by Julie Littlechild.

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Friday
Jan272017

Kathleen Burns Kingsbury on developing a niche advising couples

Kathleen Burns Kingsbury explains how to develop a niche delivering financial advice to couples, and how it can generate more referrals on this episode of the Becoming Referable podcast.

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Sunday
Jan152017

Marie Swift on Becoming Referable

Marie Swift of Impact Communications joins us on the podcast this week about becoming a credible source through social media.

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.