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is incomplete, outdated, or wrong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
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 ...

Thursday
May032018

Be trusted and believed – Kelly Decker on the Becoming Referable podcast

How you communicate can be more important than what you say. Here’s how to influence clients and prospects.

Click to read more ...

Thursday
Apr262018

How clients forget your value proposition

Keep planning (and its benefits) present with your client and they will include it more consistently in the conversation when they make a referral.

Click to read more ...

Thursday
Apr192018

Marketing Strategies to embrace and which to leave behind – Robert Sofia on the Becoming Referable podcast

How to automate the right communications to increase engagement and drive growth

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Friday
Apr132018

You can’t choose awesome

Excellence is not something you can simply choose. But it is the product of your choices.

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Thursday
Apr052018

The Referral Power of Real Expertise – Mary Beth Franklin on the Becoming Referable Podcast

Franklin discusses how you can become more valuable to clients, and more referable, by developing deeper expertise in particular issues your retiring clients must navigate.

Click to read more ...

Friday
Mar232018

Building your financial advisor brand step by step – Jay Coulter on the Becoming Referable podcast

Jay Coulter shows us how a financial advisor can manage blogging, podcasting, and social media and build a brand without being overwhelmed.

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Friday
Mar162018

Use Google to tune your marketing

Make sure you have a message that differentiates you – Google your competition.

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Thursday
Mar082018

Connecting with your passion and building a sustainable business – Dan Sullivan of Cambridge Investment Research on the Becoming Referable podcast

Connecting with your passion, getting clarity around what sets you apart and articulating your value proposition.

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Friday
Mar022018

“Do with you” gets more referrals than “do for you”

Involving your clients in your process leads to more referrals.

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.