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is incomplete, outdated, or wrong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
  •    January 9, 2019
       Rochester, NY

  •    January 15, 2019
       Rochester, NY

  •    January 25-26, 2019
       Mumbai, India

  •    February 5, 2019
       McLean, VA

  •    May 7, 2019
       McLean, VA

  •    May 15, 2019
       Ramsey, NJ

  •    June 12, 2019
       Las Vegas

  •    October 8, 2019
       McLean, VA

  • Check my Availability

Premium Resources

Buy the Book!

Stop! Asking for Referrals A Revolutionary New Strategy for Building a Financial Services Business that Sells Itself  is published by McGraw Hill. Click the link above and get your copy today!

Referral Marketing Plan Template

Design your own referral marketing plan. This kit contains articles, forms, and ideas so you can start putting together your own referral marketing strategy.


Free Resources

Client Advisory Board White Paper

Want to learn how to pull together your own client advisory board? This detailed document discusses all the principles you will need to know.

One-Page Business Plan

A simple exercise to keep your business pointed inthe right direction.

Recent Articles and Interviews

A collection of links to information about client feedback and referral marketing

The Client Driven Practice Blog

Our own articles with tips and ideas on generating 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.