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is incomplete, outdated, or wrong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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Suite 300

Pittsford, NY  14534




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Entries in The Art of Referrals (1)


Stephen Wershing To Be Featured On Teleconference “The Art Of Referrals”



Steve will be the guest on the Accelus Partners Expert Series Interview teleconference “The Art of Referrals.” The conference will be on April 30 at 5:00pm EDT.  Click here to register.

Our interview will address the following topics:

  1. The challenge of asking for referrals
  2. Understanding what prompts a client to refer
  3. What you need to do to encourage more referrals
  4. The referral conversation
  5. Developing a referral marketing strategy

Join us for 30 minutes of discussion followed by an open Question and Answer session. Those registering for the live event will be provided a replay of the call, even if you cannot attend.


Register for this teleconference here.

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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.