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is incomplete, outdated, or wrong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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Entries in David Allen (4)

Tuesday
Apr242012

Technology Won't Organize Us, it Creates a Greater Need to be Organized

Technology was supposed to make our lives simpler, and it has – provided you have discipline and realistic expectations.

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Monday
Jul122010

Your Daily Morning Checklist

One fundamental practice management principle is to make sure you know what you need to do today. Most financial advisors have the challenge of navigating multiple systems, each of which may contain commitments that must be fulfilled. A simple daily checklist can help assure you check each one to make sure nothing is missed. Includes a sample morning checklist.

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Tuesday
May182010

Maybe a financial advisor’s most important checklist 

The most important checklist a financial advisor can employ helps assure the next actions receiving precious attention are the ones that contribute the most to the goals of the practice. The weekly review is an inventory of all your outstanding projects and commitments.

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Wednesday
Apr282010

A Practice Revolution?

The next quantum leap in your practice could be from the lowest technology device available: a checklist.

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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.