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is incomplete, outdated, or wrong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

Choose the right strategy to increase referrals!


The Referability IndexTM


The right strategy is different for every financial advisor. You have heard lots of ways to get referrals and there are many you have not heard yet. But which is the right one for you? It depends.

Advisory firms are positioned differently, offer different services, and communicate differently about what they do. So one strategy that might work great for one advisory firm will fall flat for another.

The Referability IndexTM is a revolutionary new assessment tool to evaluate your advisory firm from seven perspectives. It measures each of the key areas fundamental to attracting referrals. The index will show you where you are strong and where you are weak. More important, it will point you in the direction of which strategies will give you the biggest return on investment. Your custom report will recommend the easiest and most cost-effective things you can do to increase the number of referrals you attract.


  • Identify strengths and weaknesses
  • Discover land mines that are preventing referrals
  • Compare your marketing to best practices
  • Discover which strategies will give you the biggest return

Take your custom assessment today!

Standard report includes:

  • 35-pointSurvey
  • Analysis
  • Customized recommendations

Price $249

Get more information today and start attracting more clients!


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.