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is incomplete, outdated, or wrong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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Thursday
Aug222019

Finding a compelling catalyst that drives client engagement – Michael Futterman on the Becoming Referable podcast

Knowing what drives you can be the “wow” factor for clients.

Click to read more ...

Thursday
Aug152019

Paint a picture of working with you

Help clients connect the dots between what you do and where they want to go.

Click to read more ...

Friday
Aug092019

How to deepen relationships that generate referrals – Lisa Kirchenbauer on the Becoming Referable podcast

How financial life planning and transition planning revolutionized a business and created a steady stream of referrals.

Click to read more ...

Friday
Aug022019

Know, Like, Trust, Nope

An old sales idea is fundamentally flawed.

Click to read more ...

Thursday
Jul252019

Secrets of Social Marketing - Kevin Knebl on the Becoming Referable podcast

Kevin provides expert advice on how to leverage social media platforms, especially LinkedIn, to build relationships and gain referrals.

Click to read more ...

Thursday
Jul182019

Lower the barriers for clients

Your business model may be getting the way of bringing in new clients.

Click to read more ...

Thursday
Jul112019

Engage yourself to engage clients

Some successful advisors find themselves feeling like they are on a treadmill and that negatively affects the experience and service they provide clients. Top consultant Leo Pusateri has a way to reengage with what got you excited in the first place.

Click to read more ...

Thursday
Jun272019

The unexpected insights and marketing power of a Client Persona

A year ago, Golub Group committed itself to creating an effective client persona. They ended up with a four-page document, some unexpected insights, and new clients that perfectly match the ideal they described.

Click to read more ...

Thursday
Jun202019

The problem with individual feedback

You may not realize it, but you’re biasing your clients’ feedback.

Click to read more ...

Thursday
Jun132019

How to Leverage LinkedIn to Attract Clients – Ben Kniffen on the Becoming Referable podcast

LinkedIn holds lots of opportunities for attracting new clients. Here’s how to make the most of them.

Click to read more ...

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160 Allens Creek Rd, Suite 270 Rochester, NY 14618 | 585-381-2662

© 2013-forever, Stephen Wershing.
All rights reserved.

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160 Allens Creek Rd, Suite 270, Rochester, NY 14618 | 585-381-2662

Home | Contact Us | Login | © 2013-forever, Stephen Wershing. All rights reserved.