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is incomplete, outdated, or wrong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 podcast and other developments

New podcast on how to get your clients talking about you, the critical ideas to make your client advisory board successful, and why higher fees won't necessarily cost you clients.

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Discussing the DOL fiduciary rule with your client advisory board

How to engage your clients in developing a way to comply with the DOL Rule #clientadvisoryboards

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Your Niche Needs To Be More Than "I Work With..."

Your niche needs to be more than “I work with…” If you want to attract more clients and referrals you need to tell them more than “I work with…” What will attract them is to describe how they will be different in the future because they worked with you.

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Attracting referrals with content marketing

Content marketing is a great way to attract new clients. But it can stimulate referrals, too. Here are some tips on using original content to boost your referrals.

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The number one way to boost referrals

Want to know one of the biggest reasons your clients don’t refer more? Because they don’t know who you’re looking for. The point was demonstrated to me dramatically in one client advisory board meeting. I had just asked some of the standard questions we ask a new board...

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Evelyn Zohlen knows what it takes to advise women in transition

Evelyn Zohlen doesn't just say she specializes in women in transition. Her firm's processes, staffing and training are all customized to those clients.

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Make your client the hero

One of the secrets of attracting more clients and referrals is telling stories. And if you are the hero of most of the stories, you will lose the power of storytelling and most of the opportunities to connect with people. Make them the hero.

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The best value proposition is what your client wants to achieve

Many of the advisors we meet have a value proposition that is more about what they do rather than the outcome produced for the client. What you can do for a client is not what they are after. What you can do for a client is a means to an end. If you want a powerful value proposition, talk about what your client wants to do, accomplish, or become. Describe a future state of being the client desires. Here's how.

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Who to recruit to your client advisory board

The success and value of your advisory board experience is heavily influenced by who sits around the table providing you feedback. Here are a few pointers to put together the best possible group.

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How clients find you is changing - an interview with GuideVine's Raghav Sharma

How clients find you is changing dramatically. An interview with GuideVine's Raghav Sharma.

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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.