When your best clients drive your practice,
attracting more of them is easy
Learn to get referrals the natural way
and revolutionize your business
Most of what you have heard about getting referrals
is incomplete, outdated, or wrong
Advisors don’t get referrals because they
have no formal plan to attract them
Steve Wershing is the best marketing mind in
financial planning. - Bob Veres (Publisher, Inside Information)
Introductions following our last client advisory board meeting represent almost $30 million in new assets.

Create a free account to be able to access the resources mentioned in my book and a variety of helpful tools, presentation keynotes, additional material and more!

Contact information

10 Office Parkway

Suite 300

Pittsford, NY  14534




Connect with Steve

join our mailing list
* indicates required

Get posts in your reader

Looking for the resources mentioned in the book?

Click "Register" to join, and Login get free tools!


Marketing Strategies to embrace and which to leave behind – Robert Sofia on the Becoming Referable podcast

How to automate the right communications to increase engagement and drive growth

Click to read more ...


You can’t choose awesome

Excellence is not something you can simply choose. But it is the product of your choices.

Click to read more ...


The Referral Power of Real Expertise – Mary Beth Franklin on the Becoming Referable Podcast

Franklin discusses how you can become more valuable to clients, and more referable, by developing deeper expertise in particular issues your retiring clients must navigate.

Click to read more ...


Building your financial advisor brand step by step – Jay Coulter on the Becoming Referable podcast

Jay Coulter shows us how a financial advisor can manage blogging, podcasting, and social media and build a brand without being overwhelmed.

Click to read more ...


Use Google to tune your marketing

Make sure you have a message that differentiates you – Google your competition.

Click to read more ...


Connecting with your passion and building a sustainable business – Dan Sullivan of Cambridge Investment Research on the Becoming Referable podcast

Connecting with your passion, getting clarity around what sets you apart and articulating your value proposition.

Click to read more ...


“Do with you” gets more referrals than “do for you”

Involving your clients in your process leads to more referrals.

Click to read more ...


What College Planning Can Tell Us About Developing a Niche -- Joe Messinger on the Becoming Referable podcast

If you’ve ever wished for a 40-minute crash course on building a successful business around a specific niche, today is your lucky day.

Click to read more ...


Be a Mentalist and develop faster rapport with clients

How much faster could you build rapport with prospective clients if you could seemingly read their minds?

Click to read more ...


Changing the client conversation to drive referrals – Mark Schoenbeck on the Becoming Referable podcast

The real questions you tend to avoid that can deepen your client relationships and drive referrals.

Click to read more ...

Subscribe for FREE to The Client Driven Practice Referral Marketing Tips!

10 Office Parkway Suite 300.
Pittsford, NY 14534 | 585-381-2662

© 2013-forever, Stephen Wershing.
All rights reserved.

Home | Contact Us | Login

site by: CR

10 Office Parkway Suite 300. Pittsford, NY 14534 | 585-381-2662

Home | Contact Us | Login | © 2013-forever, Stephen Wershing. All rights reserved.