We are dedicated to helping you discover how to better connect with your ideal clients. We believe that if you can create a unique experience for them based on their unique needs, you can deliver richer advice and create better outcomes.
The Referability Index® is our first tool to provide you a self-assessment of how well you understand your clients’ unique needs, created a valuable experience for them, and communicated it to the world. More tools to help you upgrade your service and communication are planned. If you want help in implementing the changes that will raise your score, you can get them through our related coaching and consulting company, The Client Driven Practice www.TheClientDrivenPractice.com.
You can book our President, Stephen Wershing, CFP®, for your next corporate or association event to talk about the Index and the principles behind it. Bulk pricing, corporate implementation, and customization of the tool is also available. Contact support@TheClientDrivenPractice.com for information.