What is ineffective marketing costing you?


What opportunities are you missing by communicating the wrong things? How many clients are passing you by because they don’t find value as soon as they land on your website? How much of your budget is being wasted through ineffective marketing?


We help professional service firms develop a clean brand message that speaks directly to client concerns. We can help position you as the expert advisor they seek and show you how to attract more of the clients and referrals you want.


Client Advisory Boards

You deserve to be recognized for the special perspective you provide your clients, but failing to ask your clients what they value most about your business can lead to wasted money and marketing efforts.  


The most successful, highly referred financial advisory firms succeed when they solicit and act on client feedback.


With client advisory board from The Client Driven Practice, you’ll learn:

  • How you can deliver the most value in client review meetings
  • What clients respond to in your communications
  • How and why clients refer you
  • How to make your planning process more engaging


Here’s how some of our clients describe what their advisory board has done for them:

Ready to explore how an advisory board can make your business irresistible to your ideal clients? Call for a free 15-minute exploratory call. https://calendly.com/stevewershing/15-minute-cab-zoom-fact-finding

In the meantime, download our free guide “5 Reasons You Need to Listen to Your Clients (or someone else will): https://clientdrivenpractice.com/5reasons


Create your Brand Story

How do you describe your business to prospects? And how does it set you apart from other advisors?

If you are like many advisors, you wish you had a smoother and easier way to answer those questions. The problem is you don’t know how to do it.

We understand. You have enough on your plate keeping up with the fast-changing world of financial advice. You weren’t trained as a marketer. But we have been and we can help.

We are a Certified StoryBrand Guide, and have been in the financial services field for 34 years.

We can help you create a compelling story about how you help your ideal clients overcome their biggest financial challenges.

Here’s how we do it:

1.    Develop a clear client profile

2.    Create your brand story

3.    Feel confident talking about and promoting your unique brand

Schedule a free 15 minute brand assessment today. We will ask you a few critical questions about how you have positioned your firm. We will send a free report analyzing your brand and making recommendations your messaging and your website. Whether you work with us or not, you will get these actionable ideas that will help you get new clients.

Schedule your free call today by clicking this link: https://calendly.com/stevewershing/brand-assessment

In the meantime, download our free communications checklist and make sure everything you send out highlights what is uniquely valuable about your business. Download your free checklist here: https://clientdrivenpractice.com/are-you-different-in-the-right-way/


  • Client Advisory Boards
  • Customized Communications
  • Coaching
  • 3D Branding
  • Virtual Client Advisory Boards


160 Allens Creek Rd, Suite 270, Rochester, New York 14618, US

Ph: 585-381-2662