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is incomplete, outdated, or wrong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

  •    October 8, 2019
       McLean, VA

  •    October 14, 2019
       Rochester, NY

  •    February 11, 2020
       Syracuse, NY

  • Check my Availability

4D Niche Marketing Plan

What differentiates you from other advisors?

When an ideal prospective client is looking for an advisor, why should it be you?

We can help you find a compelling answer to those questions.

Our unique 4D Niche Plan is a consulting process to help professional service firms clarify their target market, analyze their client base, and develop and execute a branding strategy. Services include:

  •  Gather client feedback
    • Personal interviews
    • Client advisory board
  • Develop a client persona
  • Perform a client segmentation analysis
  • Develop a branding strategy
    • Value proposition
    • Logo
    • Website
    • Documented process
  • Marketing implementation
    • Social media strategy
    • Content marketing strategy

Contact us today to schedule a free 20-minute call to discuss your client and referral development goals. You will receive a complementary high-level assessment with recommendations, whether or not you decide to retain our services.

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.