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is incomplete, outdated, or wrong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!

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Pittsford, NY  14534




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Entries in Secrets of Referrals (9)


What To Do When You Get A Referral

I spend a lot of time coaching advisors on how to attract referrals. Let me take a minute and discuss what to do when you receive one.

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Curian Makes A Common Mistake In Explaining A Drop-Off In Referrals

A volatile or declining market is too easy and superficial an explanation why clients are not referring.

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Understand Why People Make Referrals and You Can Attract More

I specifically say “make a referral to you” and not “give you a referral” because, when it happens naturally, a referral is not something a client gives you; a referral is something he gives a friend.

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If You Want More Sex, It Is Not About How Much You Ask For It. Same With Referrals.

The biggest reason advisors don’t get more referrals is they don’t understand how they happen. And the first step in mastering referrals is to understand why people refer.

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To Get Your Clients Referring, Teach Them the Trigger Phrases

The new referral conversation is about interacting with our clients the way friends would interact with each other or enlist their help in problem-solving. Whatever approach we take, it should be a conversation that delivers benefits to the client.

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Secrets of Referral Marketing program coming to Atlanta

The Secrets of Referral Marketing three-hour workshop is coming to Atlanta.

In it, you will learn:

  • How referrals actually happen (it’s not what you think…)
  • Why asking for referrals backfires
  • How to be the person your clients will refer
  • How to train your clients to refer you every time they meet a good prospect
  • How to use LinkedIn to find prospects for your clients to introduce you to
  • How to cultivate centers of influence
  • How to design your own referral marketing plan

Here are some comments from previous attendees:

“Practical Takeaways!”
“An epiphany”
“You need this if you want to grow”
“If you are serious about changing and improving your practice, you need to listen to this.”

Every participant gets a Referral Marketing Template (a $25 value). You will also receive a one-hour individual coaching call 30 days after the program to make sure your referral marketing plan is on track.

The program comes with a money-back guarantee, so there is no risk if you don't see results.

The program will be held on Friday, November 4, 9AM - Noon at the City Club of Buckhead. You can register here, or learn how to bring the program to your city here.


Secrets of Referrals webinar recording now available

Secrets of Referrals webinar recording now available

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the problem with asking for referrals

Asking for referrals is about the worst way to try getting them. Too frequently, it sets up a scenario that actually compromises the client relationship.

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Three Point Approach For Continuous Referrals

Creating a continuous stream of referrals is possible with a simple, three point approach implemented in your practice. Overview of a free e-book available soon.

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© 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.