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is incomplete, outdated, or wrong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!

Tuesday
Sep182018

Get guidance form your clients and be a thought leader

Here are two unique skill building opportunities this fall.

Click to read more ...

Thursday
Sep132018

Describe your process as a series of accomplishments

Do your clients get excited when they hear about your process? If they did, it might be a lot easier to get them on board.

Click to read more ...

Thursday
Sep062018

Creating Client Communities

How one Schwab IMPACT award winner creates unique experiences through client communities.

Click to read more ...

Thursday
Aug302018

What’s the risk of not hiring you?

Your marketing is missing something and it is costing you clients. Unless you update your messaging, your business will fall far short of its potential.

Click to read more ...

Thursday
Aug232018

Differentiation through curated content – Kevin Mulhern on the Becoming Referable podcast

What every advisor needs to know to create a system of curated client communication to stay top of mind and generate referrals

Click to read more ...

Thursday
Aug162018

Proposition, Process, Proof

A unique offer you make to your target market is critical in differentiating you from other advisors and providing a compelling reason to work with you. And a great value proposition cannot do it alone.

Click to read more ...

Thursday
Aug092018

Would you climb a tree for a client? Chuck Bean on the Becoming Referable podcast

Bean runs Heritage Financial, winner of the 2017 Best in Business Schwab Impact Award. Find out how he doubled the size of his firm organically through referrals.

Click to read more ...

Thursday
Aug022018

Be clear about how you’ll handle referrals outside your target market

You might be accidentally creating referral reluctance. Here is how to make sure clients don’t hesitate to make the right referral.

Click to read more ...

Thursday
Jul262018

What effective client communication looks like – Matt Halloran on the Becoming Referable podcast

The five communication mistakes advisors make and why social media is the best listening tool ever invented.

Click to read more ...

Thursday
Jul122018

Personal Tragedy to Perfected Niche: Stacy Francis On The Becoming Referable Podcast

How one advisor built a focused business and non-profit that have benefitted thousands of women.

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.