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is incomplete, outdated, or wrong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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Make yourself distraction-proof: Paul Kingsman on the Becoming Referable Podcast

What could you accomplish if you were as focused as an Olympic athlete on building your business? We found someone who could tell us.

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Differentiation through expertise at transitions – Susan Bradley on the Becoming Referable podcast

Guiding clients through transitions is fundamental to financial planning and a powerful way to attract clients and referrals.

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Research shows client feedback can make or break your business – Kevin Quigg on the Becoming Referable podcast

New research shows that ongoing client feedback can help you get through an unexpected disruptive event and save your business.

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What are you a PhD in?

I believe the best clients gravitate to the advisors who have a PhD in their particular situation.

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Be trusted and believed – Kelly Decker on the Becoming Referable podcast

How you communicate can be more important than what you say. Here’s how to influence clients and prospects.

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How clients forget your value proposition

Keep planning (and its benefits) present with your client and they will include it more consistently in the conversation when they make a referral.

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Marketing Strategies to embrace and which to leave behind – Robert Sofia on the Becoming Referable podcast

How to automate the right communications to increase engagement and drive growth

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You can’t choose awesome

Excellence is not something you can simply choose. But it is the product of your choices.

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The Referral Power of Real Expertise – Mary Beth Franklin on the Becoming Referable Podcast

Franklin discusses how you can become more valuable to clients, and more referable, by developing deeper expertise in particular issues your retiring clients must navigate.

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Building your financial advisor brand step by step – Jay Coulter on the Becoming Referable podcast

Jay Coulter shows us how a financial advisor can manage blogging, podcasting, and social media and build a brand without being overwhelmed.

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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.