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is incomplete, outdated, or wrong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 practice management (6)

Monday
Jul262010

Top 10 Habits to Drop

In a recent article on Morningstar advisor, Allyson Lewis, author of The Seven Minute Difference, describes how to implement better practices by letting go of bad practices. Here are some of her top points, and some ideas they inspired...

Click to read more ...

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.

Click to read more ...

Monday
Jun142010

Checklists for Professional Financial Advisors

Checklists for routine use by financial advisors and their staffs have distinguishing characteristics.

Click to read more ...

Tuesday
May042010

I’m lost without my checklist!

He dug into the paperwork. As he went, he drew on his experience to recall the requirements of these types of accounts, these product companies. Okay, these forms are complete -- oh, and I need one of these. Then we need to do this and this, and, oh! I forgot this. Two hours of work took all day. Without simple, written instructions, he essentially had to design a new process as he went, even though he had done the same thing hundreds of times in the past. He will be unpacking that box very soon.

Click to read more ...

Friday
Apr302010

An unloved, low tech tool

Wednesday
Apr282010

A Practice Revolution?

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

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.