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is incomplete, outdated, or wrong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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Pittsford, NY  14534




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Entries in ideal clients (2)


Talk about your clients in your marketing – not yourself

When a prospect in your niche sees your brochure or website, the response you probably hope for is "Yes! This is exactly what I was looking for." A lot of what I see, however, (especially in the fee-only community) is oriented around "this is what we believe."

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Wall Street Journal Article Shows the Value of Non-Advisory Services

A tweet from Michael Kitces earlier this week alerted me to an article in the Wall Street Journal called "Your Advisor Did What?! The story starts by asking a question all advisors should consider periodically: "what are you getting for that hefty annual fee you are paying your financial planner?"

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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.