The Client Driven Practice
(585) 381-2662
10 Office Parkway Suite 300, Pittsford, New York, 14534
About us
We are a coaching firm that shows financial advisors and related professionals how to attract more referrals without asking. We help advisors identify their niche or target market, how to differentiate themselves from other advisors, create a compelling value proposition, and plan and execute a marketing strategy that attracts business.