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is incomplete, outdated, or wrong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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Contact information

10 Office Parkway

Suite 300

Pittsford, NY  14534




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Get guidance from your clients and be a thought leader

Here are two unique skill building opportunities this fall.

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Describe your process as a series of accomplishments

Do your clients get excited when they hear about your process? If they did, it might be a lot easier to get them on board.

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Creating Client Communities

How one Schwab IMPACT award winner creates unique experiences through client communities.

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What’s the risk of not hiring you?

Your marketing is missing something and it is costing you clients. Unless you update your messaging, your business will fall far short of its potential.

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Differentiation through curated content – Kevin Mulhern on the Becoming Referable podcast

What every advisor needs to know to create a system of curated client communication to stay top of mind and generate referrals

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Proposition, Process, Proof

A unique offer you make to your target market is critical in differentiating you from other advisors and providing a compelling reason to work with you. And a great value proposition cannot do it alone.

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Would you climb a tree for a client? Chuck Bean on the Becoming Referable podcast

Bean runs Heritage Financial, winner of the 2017 Best in Business Schwab Impact Award. Find out how he doubled the size of his firm organically through referrals.

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Be clear about how you’ll handle referrals outside your target market

You might be accidentally creating referral reluctance. Here is how to make sure clients don’t hesitate to make the right referral.

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What effective client communication looks like – Matt Halloran on the Becoming Referable podcast

The five communication mistakes advisors make and why social media is the best listening tool ever invented.

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Personal Tragedy to Perfected Niche: Stacy Francis On The Becoming Referable Podcast

How one advisor built a focused business and non-profit that have benefitted thousands of women.

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10 Office Parkway Suite 300.
Pittsford, NY 14534 | 585-381-2662

© 2013-forever, Stephen Wershing.
All rights reserved.

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10 Office Parkway Suite 300. Pittsford, NY 14534 | 585-381-2662

Home | Contact Us | Login | © 2013-forever, Stephen Wershing. All rights reserved.