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is incomplete, outdated, or wrong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!

Speaking Engagements
  •    September 4, 2019
       Webinar for MyCPE

  •    September 10, 2019
       Syracuse, NY

  •    September 18, 2019
       Webinar for CPAacademy

  •    September 23, 2019
       Webinar for MyCPE

  •    September 24, 2019

  •    October 8, 2019
       McLean, VA

  •    October 14, 2019
       Rochester, NY

  •    February 11, 2020
       Syracuse, NY

  • Check my Availability

join our mailing list
* indicates required

Free White Paper

Automatic Referrals for Financial Advisors

Leveraging a Client Advisory Board in a Referral Marketing Program


Most financial advisors report that referrals are their most important source of new clients. Yet, amazingly, relatively few have a formal referral marketing program.


Asking for Referrals Doesn’t Work

Of the firms that actively solicit referrals, most of them do it in a way that is both ineffective and actually compromises the client relationships they have.  The new report Anatomy of a Referral by Julie Littlechild proves that all the hackneyed, obsolete referral training programs of the past are as ineffective as they are uncomfortable for the advisor and for the client.  It also shows how and when referrals actually happen, and points toward a strategy that can work to attract consistent referrals – even without asking directly for them!


A Referral Marketing Program that Works

Referral marketing works best when an advisor uncovers what the best target prospects and clients want most, and works hard to provide it. The most powerful component in the program is the client advisory board.

An advisory board is a collection of some of an advisory firms best clients, brought together to advise the advisor on the strategic direction of the practice. It is the most effective way of stimulating high level and rich conversations about how to leverage the greatest value the advisor offers to clients. When the recommendations of the advisory board are communicated and then implemented in an advisors practice, the quantity and quality of referrals can increase dramatically.

This report will briefly review why this is true, and give you some basic tips on how to leverage a client advisory board as the foundation of a powerful referral marketing program. Embrace these concepts, and start attracting referrals more than you ever could before.

Download your free White Paper

To learn more about how a Client Advisory Board can deepen your client relationships, get you more share of wallet, more clients and more referrals, contact us.

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

160 Allens Creek Rd, Suite 270 Rochester, NY 14618 | 585-381-2662

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

Home | Contact Us | Login

site by: CR

160 Allens Creek Rd, Suite 270, Rochester, NY 14618 | 585-381-2662

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