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is incomplete, outdated, or wrong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!


How Do Your Clients Describe You?

How your clients describe your unique value can be more important than how you do. Devote attention to that as well as your value proposition.

Click to read more ...


Getting Perpetual Referrals Webinar On Advisors4Advisors

Julie Littlechild and I will be presenting a webinar Getting Referrals Perpetually on Advisors4Advisors. Register here: http://bit.ly/hQ6YUX

Click to read more ...


Is Your Target Market A Tribe?

Let's get away from the clichés when defining a target market. Look below the surface, and find your tribe.

Click to read more ...


the problem with asking for referrals

Asking for referrals is about the worst way to try getting them. Too frequently, it sets up a scenario that actually compromises the client relationship.

Click to read more ...


The Top Three Reasons Clients Choose You

Do you have a competitive advantage, something that differentiates you from other financial advisors? Most advisors think they do, but they don't. Here is a simple test to help you check.

Click to read more ...


Engaging Your Clients Strategically

Advisors who utilize their client advisory boards to engage their best clients strategically realize the most dramatic and valuable results.

Click to read more ...


Three Point Approach For Continuous Referrals

Creating a continuous stream of referrals is possible with a simple, three point approach implemented in your practice. Overview of a free e-book available soon.

Click to read more ...


the conversation is the relationship

The number of referrals you receive from clients is directly related to how often you meet with clients and what you discuss besides their portfolio when you do.

Click to read more ...


Being a good referral

Advisors don't receive more referrals, because they are not that refer-able. Here is why clients refer, and how clarifying your value and differentiating will get you there.

Click to read more ...


Looking for advisors to interview

I am writing a book about client feedback, and how you to use it strategically. I am looking for a few advisors who have used client advisory boards. I would like to know about your experiences, whether you did it yourself or used a facilitator, and what outcomes there were for your practice. If you are interested in potentially being interviewed, please leave a comment or send me a note.

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.