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is incomplete, outdated, or wrong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!

Contact information

10 Office Parkway

Suite 300

Pittsford, NY  14534




Connect with Steve

join our mailing list
* indicates required

Get posts in your reader

Looking for the resources mentioned in the book?

Click "Register" to join, and Login get free tools!

« Developing teams and enhancing the client experience – Cheryl Holland on the Becoming Referable podcast | Main | Get guidance from your clients and be a thought leader »

Wealth Management is broken and we’re going to fix it


If your goal is to maximize referrals, your clients need to understand what you do, why you do it and how you are different from other firms. Today’s guest on Becoming Referable is Larry Miles, Principal at AdvicePeriod. His team is challenging accepted wisdom about how firms are structured, and it’s worked. AdvicePeriod has gone from being a start-up to managing $2.5 billion in less than 5 years. 

Over his nearly two-decade career, Larry has led multiple teams to win ‘Best Place to Work’ awards in Los Angeles and nation-wide. He was named to InvestmentNews’ “40 Under 40” list in 2017 and nominated by WealthManagement.com as Innovator of the Year in 2018. His new book It’s That Simple will be released later this year.

In our discussion, Larry shares his ideas on how firms will need to rethink their businesses to succeed in the future, starting with the impact that technology is having on the client experience. He tells us why he believes AUM is no longer the best metric to measure success or charge for services. We talk about building trust with the next generations of clients by being transparent and embracing new client engagement concepts. And, we were fascinated by the details of the firm’s hiring process, and why the conversation around culture is ‘mission critical’. And just how do they keep the culture consistent across a dozen offices and four time zones? It’s worth finding out!

Click here to listen to the conversation, and make sure to subscribe for future episodes.

PrintView Printer Friendly Version

EmailEmail Article to Friend

Reader Comments

There are no comments for this journal entry. To create a new comment, use the form below.

PostPost a New Comment

Enter your information below to add a new comment.

My response is on my own website »
Author Email (optional):
Author URL (optional):
Some HTML allowed: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <code> <em> <i> <strike> <strong>

Subscribe for FREE to The Client Driven Practice Referral Marketing Tips!

10 Office Parkway Suite 300.
Pittsford, NY 14534 | 585-381-2662

© 2013-forever, Stephen Wershing.
All rights reserved.

Home | Contact Us | Login

site by: CR

10 Office Parkway Suite 300. Pittsford, NY 14534 | 585-381-2662

Home | Contact Us | Login | © 2013-forever, Stephen Wershing. All rights reserved.