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is incomplete, outdated, or wrong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.

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10 Office Parkway

Suite 300

Pittsford, NY  14534




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New Study Released: The Elements Of Referability

What’s the one thing you can do to attract more referrals? It’s a trick question. A new study released by SEI explains.

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SEI's new Elements of Referability research paper - John Anderson on the Becoming Referable podcast

SEI has just published a new research paper based on a study I did with Julie Littlechild, The Elements of Referability.John Anderson joins Julie and me to discuss it.

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Throwdown: SEI's John Anderson and I debate Client Advisory Boards

When John Anderson of SEI posted that he thought you should avoid client advisory boards, you can imagine my response.

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Creating Distinction that attracts referrals - Scott McKain on the Becoming Referable podcast

Taking the idea of ‘distinction’ and translating it into creating a unique client experience.

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Michael Kitces on the Becoming Referable podcast

We talk to Michael about all things referrals.

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Creating an extraordinary client journey - Julie Littlechild on the Becoming Referable Podcast

Julie and I talk about the idea of a client journey, and contrast it with an advisor’s offering. We talk about how to put together a client journey map and how it can help you create an exceptional experience.

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The Evolution of Client Engagement - Spenser Segal on the Becoming Referable Podcast

Complying with the DOL Rule will require a systematized, auditable client process. But that process will get you referrals, too.

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Making marketing great again - David Meerman Scott on the Becoming Referable podcast

New strategies for attracting a lot of attention on social media from the master.

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Creating a niche for entrepreneurs - Randy Gerber on the Becoming Referable podcast

Randy and his firm are a wonderful example of what happens when a personal passion informs a target market, and the rest of the business aligns itself in support of those things.

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Financial Planning without the plan - Josh Patrick on the Becoming Referable podcast

Josh explains why his approach to financial planning does not involve a financial plan, the power of saying ‘no’ to the wrong clients, and five steps towards creating a sustainable business.

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

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

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

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