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is incomplete, outdated, or wrong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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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.

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Wednesday
Dec072016

Michele Hoskin on the Becoming Referable podcast

Listen to our interview of Michelle Hoskin, Little Miss WOWW, on this week's episode of the Becoming Referable podcast!

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Wednesday
Nov302016

How do you know you are providing “The Disney Experience”?

You have a concept of what it is like to work with your firm. It plays like a movie in your head. How do you make sure the actual client experience is the same as that movie?

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Wednesday
Nov232016

New podcast and other developments

New podcast on how to get your clients talking about you, the critical ideas to make your client advisory board successful, and why higher fees won't necessarily cost you clients.

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Thursday
Nov172016

Discussing the DOL fiduciary rule with your client advisory board

How to engage your clients in developing a way to comply with the DOL Rule #clientadvisoryboards

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Thursday
Oct272016

Your Niche Needs To Be More Than "I Work With..."

Your niche needs to be more than “I work with…” If you want to attract more clients and referrals you need to tell them more than “I work with…” What will attract them is to describe how they will be different in the future because they worked with you.

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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.