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The Client Driven Practice

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Wershing and Littlechild to Present Webinar "Generating Referrals Perpetually"

Rochester, NY, January 20, 2011 --( Stephen Wershing, president of The Client Driven Practice, and Julie Littlechild, president of Advisor Impact, will be presenting a webinar "Generating Referrals Perpetually" through the investment advisor web community this Friday, January 21, 2011, at 4:00 PM.

The program will review the conclusions of Littlechild's recent study Anatomy of a Referral, and present a system of referral marketing that will enable financial advisors to attract an ongoing stream of referrals without asking.

"Most firms report that referrals are the single most important source of new clients. Yet, if you have an effective referral marketing program," says Wershing. "Worse, this new research reveals that most of the strategies employed by firms who do pursue referrals rate somewhere between ineffective and damaging to their client relationships."

The 60 min. webinar is free of charge. Financial professionals can register for the program at

The client driven practice coaches financial advisors on how to involve their best clients in driving the advisors strategic plan, leading to better client relationships and increased referrals. Their services include brand analysis, client surveys, and client advisory boards. More information can be found at

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The Client Driven Practice
Stephen Wershing

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