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is incomplete, outdated, or wrong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.

Create a free account to be able to access the resources mentioned in my book and a variety of helpful tools, presentation keynotes, additional material and more!

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Pittsford, NY  14534




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Get guidance from your clients and be a thought leader

I’m writing to invite you to two educational events coming up that will help you harness great insights from your clients and move from simply being credible to becoming a thought leader – or even a celebrity thought leader.



First is a one-day preconference session on client advisory boards scheduled in conjunction with the NAPFA conference in Philadelphia on Monday, October 15. If you have thought about putting a client advisory board together (or want to know how to make yours more effective), this interactive workshop will give you everything you need to know. The program will be hands-on skill building and plan-making. You will leave having written your own action plan to make your client advisory board a reality.

We will even have marketing maven Marie Swift on hand to teach you how to make your advisory board members torchbearers and brand ambassadors for your firm!

You can download my free guide and/or get more information or register here:  http://napfa.advisoryboard.solutions/



The other event is the Advisor Thought Leader Summit at the University of Chicago Gleacher Center, November 9 and 10. One of the best ways to differentiate yourself is by being recognized as the hands-down expert, and this event will show you how. Marketing dynamos Marie Swift and Maribeth Kuzmeski will be leading an all-star faculty (including television personalities and authors) to teach you how to work with the media, refine your presentation skills, and write and speak more powerfully. Learn everything you need to build a credibility platform and amplify your reputation.

You will walk away with digital assets you can use on your website, social media, and email campaigns, including photos with celebrities, a 2-minute video interview, a press release, tip sheets, worksheets, a media manual and more!

The Early Bird special includes a 20% discount and 2 bonus incentives – but only if you sign up by October 1. But you can save another 10% if you use my special discount code WERSHING30 (will take 30% off when you register).  

More good news: If you sign up for Day 2, the Premier Advisor Day, you will get personal coaching and prep from me as well as an 8-minute video of YOU delivering something that looks and feels a lot like a TEDx talk.

Learn more about this unique opportunity here:  https://mailchi.mp/1f6ea8593199/personal-invitation-to-the-advisor-thought-leader-summit-nov-9-10-chicago?e=b7089816b8


I hope you will take advantage of one or both of these great skill-building events this fall!

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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.