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is incomplete, outdated, or wrong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
Mar212019

Improving the client experience with the right technology stack – David Lyon on the Becoming Referable podcast

Creating a referable, differentiated service by having the right back office automation and systems.

Click to read more ...

Friday
Mar152019

Does your value proposition attract clients?

Summary: Introduce yourself to future clients in a way that makes them understand that they need you.

Click to read more ...

Thursday
Mar072019

Gifts that build relationships and referrals – John Ruhlin on the Becoming Referable podcast

The way most advisors give gifts to clients does nothing for relationships, loyalty and referrals. Here’s how to give gifts and deepen relationships.

Click to read more ...

Thursday
Feb282019

What a hostage negotiator can tell you about introducing yourself to a new client

He persuaded sociopathic killers to trust him. He can help you develop that trust in prospective clients.

Click to read more ...

Wednesday
Feb202019

Giving different generations “multiple points of entry” – April Rudin on the Becoming Referable podcast

Attracting multiple generations by segmenting your messaging and leveraging centers of influence.

Click to read more ...

Thursday
Feb142019

What magazine is your business?

Why take the time to distill a client personality, when Condé Nast has already done it for you?

Click to read more ...

Thursday
Feb072019

Leveraging video to become more referable – Tad Fabiaschi on the Becoming Referable podcast

There’s a new platform that enables you to do credibility marketing via video. We have a conversation with their Vice President who tells us just how to make the most of it.

Click to read more ...

Friday
Feb012019

Advisory Board meetings are not for presenting

Invest time in listening to your client advisory board, don't spend it talking.

Click to read more ...

Tuesday
Jan222019

You need to leverage technology in client communications – Jeff Marsden on the Becoming Referable podcast

Hear how technology is helping clients take a bigger role than ever before on the service they receive, and how advisors can understand client needs, psychology, and priorities in a whole new way.

Click to read more ...

Thursday
Jan172019

Why custom content is so important to your marketing

Trying to save time by buying mass-produced marketing messages will backfire.

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.