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is incomplete, outdated, or wrong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!

Tags
Contact information

10 Office Parkway

Suite 300

Pittsford, NY  14534

585-381-2662

info@theclientdrivenpractice.com

 

Connect with Steve

join our mailing list
* indicates required

Get posts in your reader

Looking for the resources mentioned in the book?

Click "Register" to join, and Login get free tools!

Sunday
Oct102010

Client Feedback Article in Investment Executive

I was recently quoted in an article on client feedback in Investment Executive magazine. Click to the blog post to get the link.

Click to read more ...

Thursday
Oct072010

The value of a professional facilitator for your client advisory board

A client advisory board is critical in connecting with your best clients and engaging them in guiding your strategic plan. Run the meeting yourself, however, and attempt to be both a facilitator and participant, and most of those benefits will never be realized.

Click to read more ...

Sunday
Oct032010

The CLIENT DRIVEN PRACTICE(TM)

Learn how to create a Client Driven Practice, and revolutionize how you attract clients and referrals.

Click to read more ...

Tuesday
Sep212010

Put your clients in the driver seat

Want to differentiate your practice and make referrals a lot easier to get? Let your best clients design your practice.

Click to read more ...

Friday
Sep102010

Would you pass the test of your clients checklist?

Your clients checklist:Do you know what your clients value most? Focusing on that is the fastest way to more referrals and new clients.

Click to read more ...

Tuesday
Aug312010

Guest Hosting the CEO Hour

I just had the opportunity to host The CEO Hour internet radio program. Follow the links to hear interviews with our great guests.

Click to read more ...

Monday
Aug162010

Do You Really Know Your Clients?

A deeper understanding of how your clients frame reality can make you a better advisor

Click to read more ...

Thursday
Aug122010

The importance of system

The key to consistent service delivery is a well designed system. Each function in a financial advisor's practice needs the 4 Ps: Policy, person, procedure, proof. From there, you can create checklists and work flow.

Click to read more ...

Friday
Jul302010

Role Play

Key to running an effective advisory practice is to play the right role at the right time. I see this principle broken all the time in advisors practices. Here are some of the ideas and readings behind that principle, with examples.

Click to read more ...

Monday
Jul262010

Top 10 Habits to Drop

In a recent article on Morningstar advisor, Allyson Lewis, author of The Seven Minute Difference, describes how to implement better practices by letting go of bad practices. Here are some of her top points, and some ideas they inspired...

Click to read more ...

Subscribe for FREE to The Client Driven Practice Referral Marketing Tips!

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

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

Home | Contact Us | Login

site by: CR

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

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