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is incomplete, outdated, or wrong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!

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10 Office Parkway

Suite 300

Pittsford, NY  14534

585-381-2662

info@theclientdrivenpractice.com

 

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Entries in niche (5)

Thursday
Mar072013

Your Marketing Claims Need To At Least Make Sense!

I look at hundreds of advisor websites – of my clients, their competitors, and in doing research. Most say pretty much the same thing. It is frustrating, boring, but understandable.

Click to read more ...

Friday
Jan062012

Do you have the guts to set yourself apart?

In a recent post, Seth Godin points out that creating a competitive advantage takes guts.

Click to read more ...

Friday
Dec162011

For More Business, Prospect Fewer Clients

It is utterly against the DNA of most advisors, but if you want to be a success at attracting referrals you must choose not to pursue good prospects.

Click to read more ...

Tuesday
Oct252011

To Get Referrals, Your Clients Must Understand Your Target Market

Your clients are willing to give you referrals, but do they understand who to refer?

Click to read more ...

Tuesday
Dec142010

The Top Three Reasons Clients Choose You

Do you have a competitive advantage, something that differentiates you from other financial advisors? Most advisors think they do, but they don't. Here is a simple test to help you check.

Click to read more ...

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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.