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is incomplete, outdated, or wrong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!

Entries in FPA Business Solutions 2011 (6)

Monday
Jul112011

Referrals 2.0

I authored an article on a couple of the discoveries we made at the Financial Industry Think Tank we held in conjunction with FPA Business Solutions 2011 for the Practice Management Solutions supplement to the Journal of Financial Planning.  It appear as the cover story in the July/August issue.  You can find the article here.

Tuesday
May032011

Results From Client Engagement Think Tank, Part 2

Surprising finding: Advisors don't consider their target market in their onboarding processes.

Click to read more ...

Thursday
Mar312011

Results From Client Engagement Think Tank, Part 1

The first of a series of posts on an industry think tank on client engagement I facilitated in conjunction with FPA Business Solutions 2011

Click to read more ...

Saturday
Mar122011

Ask For Introductions – Not Referrals

Don't place the burden of prospecting on your clients. Use research to find prospective clients. Then ask your clients for an introduction. Great presentation by Sam Richter at FPA Business Solutions

Click to read more ...

Thursday
Mar032011

Another Sneak Preview of Tomorrow's Presentation 

Here is another sample of the video interviews that will be part of my program tomorrow on clients advisory boards at FPA Business Solutions 2011.  Hope to see you there!

Tuesday
Mar012011

Sneak Preview of Advisory Board Presentation

See a sneak preview of a video from my presentation this Friday at FPA Business Solutions 2011!

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.