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is incomplete, outdated, or wrong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!

Speaking Engagements
  •    May 7, 2019
       McLean, VA

  •    May 15, 2019
       Ramsey, NJ

  •    May 16, 2019

  •    May 20, 2019
       Syracuse, NY

  •    May 28, 2019

  •    June 12, 2019
       Las Vegas

  •    June 18, 2019
       Syracuse, NY

  •    September 10, 2019
       Syracuse, NY

  •    October 8, 2019
       McLean, VA

  •    October 14, 2019
       Rochester, NY

  •    February 11, 2020
       Syracuse, NY

  • Check my Availability

Financial Advisor Client Advisory Boards

The heart of the CLIENT DRIVEN PRACTICE process is engaging clients in directing a financial advisors strategic plan. And the cornerstone of involving clients strategically is the client advisory board.


A client advisory board is a representative group of your best clients. The kind of client you want more of. Bringing them together and soliciting their guidance on where they want your practice to go, and acting on that advice, is the most powerful way to deepen relationships, do more business, and receive more and better referrals.  We help you organize and conduct your advisory board using our professional 7-step process.

THE CLIENT DRIVEN PRACTICE is a leader in providing coaching and consulting on organizing and facilitating client advisory boards for financial advisors, and translating that feedback into actionable referral marketing strategies.  Read  references to us on client advisory board in Investment Executive, Financial Planning and Investment News.

 What can you learn through a Client Advisory Board?

  • What your clients believe makes you different from other financial advisors
  • When they refer you and why
  • Whether your marketing or website connects with or persuades them
  • Which of your services they value most
  • What you can do to make your client experience irresistable to more people like them

 Don't just take it from us - watch this video of interviews of advisors about their own client advisory boards!

Contact us to find out more about what a client advisory board can do for you, and how we can help you engage your best clients, deepen your relationships, and generate more referrals. 

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.

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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.