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is incomplete, outdated, or wrong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
May192017

Know More about your clients - Sam Richter on the Becoming Referable podcast

Know More about how to attract clients and referrals with Sam's ingenious ways to leverage the internet to enhance rapport and relationships.

Click to read more ...

Thursday
May112017

The “I know better” fallacy and how it can detract from your client experience

Your clients are the experts at what they like.

Click to read more ...

Thursday
May042017

Developing a niche for women in transition with Evelyn Zohlen on the Becoming Referable podcast

On this week’s Becoming Referable episode we welcome Evelyn Zohlen, founder of Inspired Financial, where she and her team specialize in serving women in transition.

Click to read more ...

Thursday
Apr272017

When do you involve your clients in a decision (and get the most referrals)?

Engaging clients in your decisions will boost referrals. When can you get them involved for maximum impact?

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Thursday
Apr202017

FP Advance Founder Brett Davidson on the Becoming Referable Podcast

Sell all your belongings and travel the world, and keep your advisory firm running without missing a beat.

Click to read more ...

Wednesday
Apr122017

Focus on helping referral sources and they will refer you

Rather than talking about what you can offer, find out how you can help them. Who you can connect them to.

Click to read more ...

Friday
Apr072017

Managing your digital footprint - the Becoming Referable podcast

The future of being a referable advisor will be heavily influenced by your digital footprint. This week on the podcast, Raghav Sharma, co-founder and CEO of GuideVine joins us to talk about how you can create a digital presence that sets you apart.

Click to read more ...

Thursday
Mar232017

Ted Jenkin - The Social Media Ninja - on the Becoming Referable podcast

In our conversation, Ted, the Social Media Ninja, shares why and how he and his team have built a successful business around the Gen X/Y markets, and how the client experience they deliver stands out from the field.

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Monday
Mar202017

Participate in our new Referability Assessment

Want to get an idea how referable you are? This is your chance to get a free peek!

Click to read more ...

Wednesday
Mar152017

The Ideal Text for Your Home Page

What you put on the home page of your website is probably the most important content in your marketing plan. Here is what you can put on it for maximum effect.

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.