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is incomplete, outdated, or wrong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
  •    October 21, 2019
       San Antonio

  •    November 6, 2019

  •    November 7, 2019

  •    November 12, 2019
       Mexico City

  •    November 18, 2019
       Rochester, NY

  •    February 11, 2020
       Syracuse, NY

  • Check my Availability

Keynotes and Workshops

Offer your audiences an experience they will be talking about all year, and ideas that will revolutionize their businesses.

As a conference organizer, you want to offer value to your participants. There are lots of speakers that are enjoyable. Many who can provide funny, interesting, or inspiring messages. How about one who provides specific action items attendees can take home and immediately use to attract more clients? While still being interesting and fun. That’s what I provide.

Audiences immediately relate to the strategies I show them, and most leave ready to implement them in their own businesses. They are thrilled and invigorated to finally hear about strategies that make sense. And they leave eager to try them out.

Click the button below to talk to us about how we can help you make your next meeting or conference a success.

Check My Availability



Stop Asking for Referrals!

Why don't we get more referrals? Because most of what we have been told about them is wrong!

Striking It Niche!

How would you like prospective clients to call you rather than the other way around? How much more could your business grow if your clients referred just the right prospects at the right time for them, and those people actually followed through and contacted you? The secret is niche marketing.

Secrets of Client Advisory Boards for Financial Advisors

A client advisory board is the most powerful tool to deepen relationships with clients, gain greater share of wallet, and drive referrals 

Note to conference organizers:


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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.