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is incomplete, outdated, or wrong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.

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10 Office Parkway

Suite 300

Pittsford, NY  14534

585-381-2662

info@theclientdrivenpractice.com

 

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Entries in Target Clients (1)

Friday
Apr062012

A Clear and Unique Value is Critical Because Everyone Wants to Eat Your Lunch

Financial advisors are facing more competition from more directions than ever. With so much choice, there are more reasons now than at any point in the past why you must represent something specific your target clients want if you hope to attract referrals.

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10 Office Parkway Suite 300.
Pittsford, NY 14534 | 585-381-2662

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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.