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is incomplete, outdated, or wrong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.

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10 Office Parkway

Suite 300

Pittsford, NY  14534

585-381-2662

info@theclientdrivenpractice.com

 

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Thursday
Dec062018

The Difference That Makes a Strategic Plan

How well does your strategic plan describe the differences you want to bring about in your firm?

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Thursday
Nov292018

Differentiating yourself by doing marketing – Megan Carpenter on the Becoming Referable podcast

The average advisor spends a tiny fraction of the proportion of their budget than most businesses, even most financial companies. Here are some of the basics to put a plan together that works.

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Thursday
Nov152018

The power of a referral marketing system – Danilo Kawasaki on the becoming referable podcast

Find out how a well designed referral system brings a consistent stream of referrals to this firm’s advisors every week.

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Thursday
Nov082018

A communication guide for the market downturn

At some point, a market decline will be here and disrupt your client relationships. Planning your communication strategy now can help maintain your relationships.

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Thursday
Nov012018

Getting clients to follow your advice – Moira Somers on the becoming referable podcast

There’s more to a successful financial advisory relationship than providing good advice. For the relationship to be successful, clients must act on that advice. Today on the Becoming Referable podcast, Dr. Moira Somers helps us dive into the clients’ heads to understand what goes into acting on that advice – or not.

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Thursday
Oct252018

Not exactly the advisors’ gift-buying guide

Here are a few year-end gifting principles to express your gratitude and avoid gifts that backfire.

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Friday
Oct192018

Getting More Referrals Without Asking – Stacey Brown Randall on the Becoming Referable Podcast

Learn Stacey’s 5-step process for driving more referrals

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Thursday
Oct112018

What if “referral only” was a strategy?

Most firms that claim to be “referral only” actually mean they don’t market. What if it were a systematic process?

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Thursday
Oct042018

Developing teams and enhancing the client experience – Cheryl Holland on the Becoming Referable podcast

Cheryl discusses the principles of developing advisors, integrating technology, and creating a culture that attracts clients.

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Thursday
Sep202018

Wealth Management is broken and we’re going to fix it

An interview with Larry Miles about how AdvicePeriod is out to create the service firm of the future.

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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.