Stephen Wershing, CFP

President

 

Stephen Wershing, CFP® coaches financial advisors to be more effective and successful, and attract more clients and referrals, by developing more client-connected and client-driven practices.  His process of collecting systematic and objective client feedback and using it to reorient an advisor’s practice effectively engages an advisor’s best clients to drive the strategic plan of the business.  He consults financial practitioners on many practice management issues, including strategic differentiation, client advisory boards, and implementing technology.

He entered the investment and financial planning industry in 1987.  His most recent executive positions include President of Ensemble Financial Services from 2002 – 2010, and Chief Operating Officer of Wall Street Financial Group from 1998 – 2002.

 

Steve has been quoted in many trade and popular publications, including Financial Planning, Investment Advisor, Financial Advisor, Investment News and USA Today.  He has presented to industry groups including the National Broker-Dealer Conference of the Financial Planning Association and the Investment Advisor Magazine Wealth Advisor Summit.

 

For links to some of Steve's articles and interviews, click here.

 

 

Mention in Boomer Market Advisor's Broker Dealer Excellence Award: Download PDF

For a downloadable version of Steve's resume, click here.

 

Speeches, Presentations, and Keynotes

Steve has met with rave reviews for his keynote talks and interactive workshops. Boost the value of your next conference. For more information, click here.

 

 

 

Recommendations  

I arranged for Steve Wershing to speak at the Annual Symposium of the Financial Planning Association of Northeastern New York. He was part of a panel discussion on social media, and delivered a talk on client advisory boards.
Both programs were very well received. Steve projected his expertise in an engaging way. The presentation he used with his advisory boards session was outstanding, and he is a skilled speaker.
His points are innovative and timely. Our members commented that they got some great ideas from both presentations that will be valuable to their practices.
I recommend him for anyone planning a conference for financial professionals.”  

Steve Gonick, Principal/Executive Vice President-Chief Marketing Officer

Adirondack Small Cap Fund

 

“Over the years, I've worked with Steve in several capacities: business partner, colleague, and service provider. I have found him to be a dynamic collaborator: innovative and results oriented. His perspective on leadership and business management has provided me and our other advisors a functional road map for growth, and ultimately success. His directness and honesty only enhance his value. If you have the opportunity to work with Steve - I'd recommend it!”

Dawn Palazzo , Executive Vice President

AM&M Financial Services, Inc.

 



"I have had the opportunity to work directly with Steve both when deciding on a firm to join and ongoing thereafter to evaluate technology tools and resources. I find Steve to be an effective manager and a very fair supervisor. He has developed a terrific team at Ensemble which is indicative of his strong leadership. I strongly recommend Steve as a professional and Ensemble as a firm.”

Peter Park , President and Senior Planner

LifeQuest Financial, LLC


"What speaks loudly is Steve’s sincere passion for the business and his attentive interest in looking for ways to help me move forward. I also like the fact that he is direct and is not afraid to tell me what I need to know...rather than I what I want to know. Say goodbye bureaucracy and self-righteousness and welcome independence with sincere and superior support.”

Mark Colgan , President

Colgan Capital, LLC


“I first worked with Stephen Wershing as an Investment Advisor Representative at Wall Street Financial Group, Inc and not long after he left WSFG to head up Ensemble Financial Services, Inc., I also left WSFG to join Ensemble, as things were just not the same without him. Stephen is a knowledgeable and capable leader who always finds time to help his colleagues with the development of their practice. In the 3 years I have been with Ensemble there have been continuing improvements to the business model, continued expansion of services offered to its rep network, along with expansion of products and services offered to clients. The impressive growth of the Ensemble even through these tough times in the market is testimony to the tenacity, hard work, team orientation and leadership skills of Stephen."

George Klemann  

Investment Advisor rep