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is incomplete, outdated, or wrong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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Contact information

10 Office Parkway

Suite 300

Pittsford, NY  14534




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How to get your staff to go along with change – let them create it

Elevating your experience in response to client feedback is easier when the team is involved.

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The power of micro-influence - Matt Halloran on the becoming referable podcast

How to get your message to just the right people you want to connect with.

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Build connection by sharing your clients' worries

Relating to prospective clients’ needs is more powerful than describing what you do.

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Getting more referrals by being a Go-Giver – Bob Burg on the Becoming Referable podcast

Adopting the Go-Giver philosophy can be a powerful way to attract more referrals

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Using imagination and client feedback to build a service clients are passionate about

Feedback can help you refine your services to take clients from satisfied to raving fans. Just ask the guys who turned couch surfing into a multibillion dollar business.

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One conversation can change your client relationships – Todd Fithian on the Becoming Referable podcast

Strategies you can use to dig deeper in conversations with clients.

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Don’t be too clever in your marketing

The quest to make your marketing witty may cost you opportunities.

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Expanding your reach – Sheryl Garrett on the Becoming Referable podcast

Industry icon Sheryl Garrett describes how adopting a new model revolutionized her business and the industry.

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Taking baby steps toward your marketing plan

Updating your marketing can be easy. Just do it in small increments.

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The ins and outs of client feedback – This week’s Becoming Referable podcast

How can you go beyond client satisfaction and use feedback as a powerful business development tool?

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

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

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

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