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is incomplete, outdated, or wrong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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Michael Kitces on the Becoming Referable podcast

We talk to Michael about all things referrals.

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Creating an extraordinary client journey - Julie Littlechild on the Becoming Referable Podcast

Julie and I talk about the idea of a client journey, and contrast it with an advisor’s offering. We talk about how to put together a client journey map and how it can help you create an exceptional experience.

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The Evolution of Client Engagement - Spenser Segal on the Becoming Referable Podcast

Complying with the DOL Rule will require a systematized, auditable client process. But that process will get you referrals, too.

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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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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.