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is incomplete, outdated, or wrong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!


Sneak Preview of Advisory Board Presentation

See a sneak preview of a video from my presentation this Friday at FPA Business Solutions 2011!

Click to read more ...


Let Your Clients Guide Your Marketing

Summary: Your clients know how to describe your value better than you do. Seek their guidance, and your marketing messages will connect better with prospects.

Click to read more ...


The Client Feedback Loop

Gathering client feedback increases client loyalty. Reporting what you learned and, more important, what you did with it, helps engage clients and drive referrals.

Click to read more ...


Maximize referrals with a Client advisory board white paper now available

I have just released a white paper in conjunction with the recent webinar I did with Julie Littlechild on how to leverage a client advisory board as a key ingredient in a successful referral marketing program. The report is free, and can be downloaded here.

A client advisory board can be the most powerful tool in and investment advisors marketing toolbox. This paper contains all the tips and tricks you will need to make your client advisory board a success. If increasing referrals is one of the goals of your marketing plan this year, the information in this paper will help make sure you achieve your goal.

Take a look, and post a comment with any opinions or suggestions.


Hear my interview on the CEO Hour

If you missed my interview on The CEO Hour radio show, you can now hear the replay here.

The CEO Hour is an Internet radio show for executives, covering topics that will help them run their companies. 


Steve to be interviewed on The CEO Hour

This Friday, January 14, I will be appearing as a guest on the Internet radio show The CEO Hour. The program is a special financial themed show. I will be discussing the role of client feedback in a referral marketing program.

Other guests include Sharon Lechter, co-author of the Rich Dad, Poor Dad series and founder of the financial education organization Pay Your Family First,and Axa advisors Lisa Miller and Eileen Price.

The program will air live, streaming over the Internet, at noon, and will be archived for listening on demand soon after that.

Connect to the show's website here.


Steve Featured in Inside Information

We at The CDP were given quite a boost last week when our message was featured in an article by Bob Veres in his newsletter, Inside Information.  He very generously considered whether the kind of advice we encourage financial advisors to take might make for “a new era dawning in the planning profession.”  Well, that is perhaps a bit over the top, but we are grateful that he thinks our ideas have merit.  You can read the whole article here. If you do not currently subscribe to Inside Information, I recommend it – there are always relevant discussions of what is going on in our industry and valuable concepts to help you advance your practice. 


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 ...

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.