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is incomplete, outdated, or wrong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
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.

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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.

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Thursday
Jun282018

Gaining influence - Jay Palter on the Becoming Referable podcast

There’s a marketing gold mine that needs to be part of your digital strategy and Jay Palter tells us all about it.

Click to read more ...

Thursday
Jun212018

What your clients told me about your website

Write less, use language we understand, and stop with the stock photos were all themes at many of the client advisory boards we conducted this spring.

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Thursday
Jun142018

Make yourself distraction-proof: Paul Kingsman on the Becoming Referable Podcast

What could you accomplish if you were as focused as an Olympic athlete on building your business? We found someone who could tell us.

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Wednesday
May302018

Differentiation through expertise at transitions – Susan Bradley on the Becoming Referable podcast

Guiding clients through transitions is fundamental to financial planning and a powerful way to attract clients and referrals.

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Thursday
May172018

Research shows client feedback can make or break your business – Kevin Quigg on the Becoming Referable podcast

New research shows that ongoing client feedback can help you get through an unexpected disruptive event and save your business.

Click to read more ...

Friday
May112018

What are you a PhD in?

I believe the best clients gravitate to the advisors who have a PhD in their particular situation.

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.