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is incomplete, outdated, or wrong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




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Entries in webinar (3)


Stop Asking for Referrals Voted Top 5 Webinar for 2012



BrightTALK has named my program Stop Asking for Referrals as a Top 5 Webinar for financial advisors in 2012!

The recognition is based on number of viewers, viewer ratings, and feedback received on the program.

BrightTALK started their Thought Leadership for Financial Advisors series of programs in September, 2011. Since then, the program has grown to 4,500 members and 67 presentations.

Thanks, BrightTalk! We are proud we could be part of the series!


Referral webinar replay now available


Today’s webinar on attracting referrals was a great success!  See the replay anytime by going here:  http://www.brighttalk.com/webcast/6867/45723


Getting Perpetual Referrals Webinar On Advisors4Advisors

Julie Littlechild and I will be presenting a webinar Getting Referrals Perpetually on Advisors4Advisors. Register here: http://bit.ly/hQ6YUX

Click to read more ...

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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.