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is incomplete, outdated, or wrong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!

Entries in CEO Hour (3)


Listen to my interview on the CEO Hour

Last Friday, I was a guest on the internet radio show "The CEO Hour" with executive coach Bruce Peters.  We discuss the how to build a referral marketing program, and the importance of client feedback. Download the podcasts of segment 1 and segment 2.


Interview with Merrill Rep about his Client Advisory Board

Mike Kaufman, of the K&H Group of Merrill Lynch, was interviewed Friday on the CEO Hour internet radio show. You can listen to the program here.

Click to read more ...


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. 

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.