“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is incomplete, outdated, or wrong”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.”
Navigation
Most Popular Articles
Blog Categories

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!

Topics

Hire Steve for your conference or event

Click here for info

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!

Entries in time management (1)

Monday
Jul262010
DateMon, July 26

Top 10 Habits to Drop

In a recent article on Morningstar advisor, Allyson Lewis, author of The Seven Minute Difference, describes how to implement better practices by letting go of bad practices. Here are some of her top points, and some ideas they inspired...

Click to read more ...

AuthorStephen Wershing | CommentPost a Comment | | Print ArticlePrint Article

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.