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The Client Driven Practice

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White Paper Shows Financial Advisors How to Increase Referrals Using a Client Advisory Board

Rochester, NY, February 09, 2011 --( The Client Driven Practice has released a white paper, Automatic Referrals for Financial Advisors, Leveraging a Client Advisory Board in a Referral Marketing Program.

The firm, which assists investment advisors, financial planners, and wealth managers in engaging clients in their strategic processes, organizes and facilitates client advisory boards as one of its primary services.

"There is no client engagement tool more powerful than a client advisory board to attracts business and drive referrals," says Stephen Wershing, President of The Client Driven Practice. "This report will be a valuable guide for financial advisors were considering starting their own client advisory board, or looking for ways to make their board more effective in attracting business."

The white paper is free, and can be downloaded 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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