A simple worksheet

Creating a successful niche means mastering the 4 "D"s - Discover, Design, Develop, and Declare. This simple map and worksheet will guide you through the process.

Set yourself apart from other advisors and create a unique service your ideal clients have been waiting for! 

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Master the 4 "D"s and own your niche!

This worksheet will guide you through the process of designing and implementing your niche

Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that coaches financial advisors how to clarify their value, build their brand, and attract more referrals. He is also known for his work with client advisory boards.

Ever read or see Moneyball? What Steve realized is that the common wisdom about referrals is just as wrong as Billy Bean discovered it was about winning games. And he has developed a research based system to show you how to position yourself to attract more referrals than ever.

Bob Veres calls Steve “the best marketing mind in financial planning.” His book, Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself was published by McGraw Hill in 2012.

Steve has authored articles or been quoted in many trade and popular publications including Journal of Financial Planning, Financial Advisor, Investment Advisor, Investment News and USA Today. 

Steve started as a registered rep 28 years ago, becoming a fee based advisor and later into a broker dealer executive. He became Chief Operating Officer of a national firm and subsequently President of a regional B/D before dedicating himself to coaching advisors full time in 2011. 


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