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

The Distraction-Proof Advisor Podcast

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 and know you’re delivering 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.