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is incomplete, outdated, or wrong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

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Pittsford, NY  14534

585-381-2662

info@theclientdrivenpractice.com

 

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Wednesday
Jun082016

The best value proposition is what your client wants to achieve

Many of the advisors we meet have a value proposition that is more about what they do rather than the outcome produced for the client. What you can do for a client is not what they are after. What you can do for a client is a means to an end. If you want a powerful value proposition, talk about what your client wants to do, accomplish, or become. Describe a future state of being the client desires. Here's how.

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Monday
Mar282016

Who to recruit to your client advisory board

The success and value of your advisory board experience is heavily influenced by who sits around the table providing you feedback. Here are a few pointers to put together the best possible group.

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Thursday
Mar032016

How clients find you is changing - an interview with GuideVine's Raghav Sharma

How clients find you is changing dramatically. An interview with GuideVine's Raghav Sharma.

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Thursday
Mar032016

How clients find you is changing - an interview with GuideVine's Raghav Sharma

How clients find you is dramatically changing. An interview with GuideVine's Raghav Sharma

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Wednesday
Feb242016

18 Marketing Insights from Industry Experts

Get this free book with 18 great marketing ideas from Advisor Websites!

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Wednesday
Feb172016

Prove your value proposition through what you deliver

Provide clients with proof you have fulfilled your value proposition and help them make referrals.

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Wednesday
Jan062016

The key to reaching your goals in 2016

The first step toward success is having a goal. Here are a few ideas for your business plan to help you question your own goalsetting and get you on a more productive path.

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Wednesday
Oct142015

What it takes to be the quarterback of your client’s team

Clients may be attracted to the promise that you will be their "quarterback" and help them coordinate all their other advisors. To do it credibly, you need to make sure a few things are in place.

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Wednesday
Sep232015

The Boutique Delusion

The way you describe your approach to customer service may be constraining your growth, limiting your referrals, and creating a succession problem you don’t realize.

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Wednesday
Jul292015

Boy, are we glad we ran THAT one by the clients first! 

This advisor avoided a nasty marketing mistake by checking it with clients first.

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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.