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is incomplete, outdated, or wrong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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Making marketing great again - David Meerman Scott on the Becoming Referable podcast

New strategies for attracting a lot of attention on social media from the master.

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Creating a niche for entrepreneurs - Randy Gerber on the Becoming Referable podcast

Randy and his firm are a wonderful example of what happens when a personal passion informs a target market, and the rest of the business aligns itself in support of those things.

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Financial Planning without the plan - Josh Patrick on the Becoming Referable podcast

Josh explains why his approach to financial planning does not involve a financial plan, the power of saying ‘no’ to the wrong clients, and five steps towards creating a sustainable business.

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Know More about your clients - Sam Richter on the Becoming Referable podcast

Know More about how to attract clients and referrals with Sam's ingenious ways to leverage the internet to enhance rapport and relationships.

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The “I know better” fallacy and how it can detract from your client experience

Your clients are the experts at what they like.

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Developing a niche for women in transition with Evelyn Zohlen on the Becoming Referable podcast

On this week’s Becoming Referable episode we welcome Evelyn Zohlen, founder of Inspired Financial, where she and her team specialize in serving women in transition.

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When do you involve your clients in a decision (and get the most referrals)?

Engaging clients in your decisions will boost referrals. When can you get them involved for maximum impact?

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FP Advance Founder Brett Davidson on the Becoming Referable Podcast

Sell all your belongings and travel the world, and keep your advisory firm running without missing a beat.

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Focus on helping referral sources and they will refer you

Rather than talking about what you can offer, find out how you can help them. Who you can connect them to.

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Managing your digital footprint - the Becoming Referable podcast

The future of being a referable advisor will be heavily influenced by your digital footprint. This week on the podcast, Raghav Sharma, co-founder and CEO of GuideVine joins us to talk about how you can create a digital presence that sets you apart.

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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.