The Client Driven Practice Revenue

Financial Services • Brighton, New York, United States • 1-10 Employees

The Client Driven Practice revenue & valuation

Annual revenue	$12,100,000
Revenue per employee	$6,005,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$38,500,000
Total funding	No funding

Key Contact at The Client Driven Practice

Stephen Wershing

President

Company overview

Headquarters	160 Allens Creek Rd, Suite 270, Rochester, New York 14618, US
Phone number	+15853812662
Websites	clientdrivenpractice.com theclientdrivenpractice.com
NAICS	52
SIC	628
Keywords	Referral Marketing, Target Marketing, Client Advisory Boards, Client Surveys, Coaching Financial Advisors, Strategic Differentiation
Founded	2010
Employees	1-10
Socials

About The Client Driven Practice

How valuable would it be to have a heart-to-heart conversation with your best clients about what they value most? Know what services mean the most to them. Know what you can stop doing. Discover what they say about you to their friends. That’s what a client advisory board can bring you. A client advisory board is a facilitated, ongoing conversation with a rotating group of a dozen of your best clients to discover what it is like to work with you so you can know how to improve it and how to communicate it to prospective clients. We have organized and conducted more advisory boards for financial advisors than any organization. Our proprietary coaching process will show you how to make your advisory board a success. We can show you how to get the right people around the table and ask them the questions that will give you the most valuable insights.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

The Client Driven Practice has never raised funding before.

The Client Driven Practice Tech Stack

Discover the technologies and tools that power The Client Driven Practice's digital infrastructure, from frameworks to analytics platforms.

GoDaddy

Hosting

Nginx

Reverse proxies

Sectigo

SSL/TLS certificate authorities

Open Graph

Miscellaneous

Frequently asked questions

The Client Driven Practice is located in Brighton, New York, US.

You can reach The Client Driven Practice at +15853812662.

The Client Driven Practice generates an estimated annual revenue of $12,009,460. This revenue figure reflects the company's market position and business performance in its industry.

The Client Driven Practice has an estimated valuation of $38,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

The Client Driven Practice was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

The Client Driven Practice has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at The Client Driven Practice

Stephen Wershing

President

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