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is incomplete, outdated, or wrong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
Jun062019

How to get your staff to go along with change – let them create it

Elevating your experience in response to client feedback is easier when the team is involved.

Click to read more ...

Thursday
May302019

The power of micro-influence - Matt Halloran on the becoming referable podcast

How to get your message to just the right people you want to connect with.

Click to read more ...

Friday
May242019

Build connection by sharing your clients' worries

Relating to prospective clients’ needs is more powerful than describing what you do.

Click to read more ...

Thursday
May162019

Getting more referrals by being a Go-Giver – Bob Burg on the Becoming Referable podcast

Adopting the Go-Giver philosophy can be a powerful way to attract more referrals

Click to read more ...

Saturday
May112019

Using imagination and client feedback to build a service clients are passionate about

Feedback can help you refine your services to take clients from satisfied to raving fans. Just ask the guys who turned couch surfing into a multibillion dollar business.

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Thursday
May022019

One conversation can change your client relationships – Todd Fithian on the Becoming Referable podcast

Strategies you can use to dig deeper in conversations with clients.

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Friday
Apr262019

Don’t be too clever in your marketing

The quest to make your marketing witty may cost you opportunities.

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Friday
Apr192019

Expanding your reach – Sheryl Garrett on the Becoming Referable podcast

Industry icon Sheryl Garrett describes how adopting a new model revolutionized her business and the industry.

Click to read more ...

Friday
Apr122019

Taking baby steps toward your marketing plan

Updating your marketing can be easy. Just do it in small increments.

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Thursday
Apr042019

The ins and outs of client feedback – This week’s Becoming Referable podcast

How can you go beyond client satisfaction and use feedback as a powerful business development tool?

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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.