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The Distraction-Proof Advisor
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28 minutes

How to Replicate Your Ideal Clients – Client Advisory Boards with Stephen Wershing

Who are your ideal clients? Wouldn’t you like to work with more people just like them? But what will attract people like this to you? Why would they choose you over an advisor down the street?

Steve Wershing says your clients know why you’re the best advisor for them and can tell you how to find more clients like them. He is the nation’s foremost authority on financial client advisory boards. And his firm, The Client Driven Practice, LLC, collects feedback from your clients and then coaches you to use it to create referral marketing that works. In this episode, he talks about who should be on your advisory board (including the non-clients you want on your board), how boards operate best and ways to focus on what your clients want most from you. He also shares great insights about helping clients feel comfortable working with a team, the real job of advisory founders and why you may even want a curmudgeon to be on your board.

About the Host

Paul Kingsman works directly with advisors who want to grow their protection and retirement income planning practices. Through his speaking, writing and business coaching, Paul helps advisors set up processes to attract quality prospective clients and remain relevant in the ever-changing world of financial services. As a former financial advisor, he understands what works in the real world, teaching practical, actionable solutions to advisors' everyday challenges.

Guest Speakers
stephen wershing headshot
Stephen Wershing
The Client Driven Practice