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is incomplete, outdated, or wrong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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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

Click to read more ...

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?

Click to read more ...

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.

Click to read more ...

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.

Click to read more ...

Tuesday
Sep182018

Get guidance from 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 ...

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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.