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About the The Client Driven Practice
The Client Driven Practice, located in Pittsford, New York, is a premier consulting firm specializing in facilitating client advisory boards for professional service firms. With over 34 years of experience and as a Storybrand Certified Guide, we are experts in translating client feedback into actionable strategies for success. Our team has conducted more client advisory boards for Financial Advisors than any other firm in the country, making us the go-to choice for those looking to elevate their business.
By scheduling a client advisory board meeting with The Client Driven Practice, you open up the possibility of becoming the most successful and highly referred financial advisory firm. Our payment plans are flexible, and no matter which option you choose, you will gain access to valuable insider information that can transform your business.
Don't miss out on the opportunity to enhance your financial advisory firm with a client advisory board. Contact us at 160 Allens Creek Rd Suite 270 Rochester, NY 14618 or call us at 585-381-2662 to get started.
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Edward Jones - Financial Advisor: Jonathan Glaser, AAMS™
345 Kear St, Yorktown Heights, NY 10598, United States
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Jared D Lynne - Private Wealth Advisor, Ameriprise Financial Services, LLC
427 Bedford Rd # 210, Pleasantville, NY 10570, United States
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Income & Asset Advisory Inc
80 Business Park Dr, Armonk, NY 10504, United States
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Raymond James Financial Services
20 Maple Ave, Armonk, NY 10504, United States
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Edward Jones - Financial Advisor: Patrick W Sunday, CEPA®
200 Business Park Dr # 107, Armonk, NY 10504, United States
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The Morris Group - Insurance & Financial Services
70 Old Byram Lake Rd, Armonk, NY 10504, United States
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Summit Lake Financial Management Group - Ameriprise Financial Services, LLC
100 Summit Lake Drive Ste 150, Valhalla, NY 10595, United States
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Edward Jones - Financial Advisor: Judi R McAnaw
200 Business Park Dr # 107, Armonk, NY 10504, United States
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Charles Camilleri - Private Wealth Advisor, Ameriprise Financial Services, LLC
200 Summit Lake Drive Ste 210, Valhalla, NY 10595, United States
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Gregory Feighan - Private Wealth Advisor, Ameriprise Financial Services, LLC
100 Summit Lake Drive Ste 150, Valhalla, NY 10595, United States
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