MYCPE ONE
The Client Driven Practice

The Client Driven Practice

Place Icon Rochester,NY

Get the clients you want with a Client Driven approach.

  • Financial Services
  • 2-10 employees
  • 193
  • 585-721-5248

About Company

The Client Driven Practice helps financial advisors discover and strengthen their unique value, and build their marketing and their strategy around that. They do this with client surveys, client advisory boards, and referral marketing consulting.

Products and Services

  • Coaching financial advisors
  • Client surveys,
  • Client advisory boards
  • Target marketing
  • Strategic differentiation
  • Referral Marketing

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