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is incomplete, outdated, or wrong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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10 Office Parkway

Suite 300

Pittsford, NY  14534




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Steve Featured in Inside Information

We at The CDP were given quite a boost last week when our message was featured in an article by Bob Veres in his newsletter, Inside Information.  He very generously considered whether the kind of advice we encourage financial advisors to take might make for “a new era dawning in the planning profession.”  Well, that is perhaps a bit over the top, but we are grateful that he thinks our ideas have merit.  You can read the whole article here. If you do not currently subscribe to Inside Information, I recommend it – there are always relevant discussions of what is going on in our industry and valuable concepts to help you advance your practice. 


How Do Your Clients Describe You?

How your clients describe your unique value can be more important than how you do. Devote attention to that as well as your value proposition.

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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

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Is Your Target Market A Tribe?

Let's get away from the clichés when defining a target market. Look below the surface, and find your tribe.

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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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The Top Three Reasons Clients Choose You

Do you have a competitive advantage, something that differentiates you from other financial advisors? Most advisors think they do, but they don't. Here is a simple test to help you check.

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Engaging Your Clients Strategically

Advisors who utilize their client advisory boards to engage their best clients strategically realize the most dramatic and valuable results.

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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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the conversation is the relationship

The number of referrals you receive from clients is directly related to how often you meet with clients and what you discuss besides their portfolio when you do.

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Being a good referral

Advisors don't receive more referrals, because they are not that refer-able. Here is why clients refer, and how clarifying your value and differentiating will get you there.

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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.