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is incomplete, outdated, or wrong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
  •    September 4, 2019
       Webinar for MyCPE

  •    September 10, 2019
       Syracuse, NY

  •    September 18, 2019
       Webinar for CPAacademy

  •    September 23, 2019
       Webinar for MyCPE

  •    September 24, 2019
       Orlando

  •    October 8, 2019
       McLean, VA

  •    October 14, 2019
       Rochester, NY

  •    November 6, 2019
       Chicago

  •    November 7, 2019
       Chicago

  •    February 11, 2020
       Syracuse, NY

  • Check my Availability

Financial Advisor Referral Coaching

We want you to be successful in attracting referrals!

We coach professional services firms on the simple, effective ways to generate more referrals.

Our 3-month program will teach you the strategies highly referred firms utilize to attract more clients.

 

  • Clarify your target market
  • Develop a powerful positioning statement
  • Enhance your referral tracking program
  • Include referrals in conversation
  • Remind clients about referrals in a comfortable, non-salesy way

 

Contact us today to get a free, 20-minue conversation to determine whether we can help you get more referrals without asking. 

 

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

160 Allens Creek Rd, Suite 270 Rochester, NY 14618 | 585-381-2662

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

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160 Allens Creek Rd, Suite 270, Rochester, NY 14618 | 585-381-2662

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