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is incomplete, outdated, or wrong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
  •    May 7, 2019
       McLean, VA

  •    May 15, 2019
       Ramsey, NJ

  •    May 16, 2019
       Chicago

  •    May 20, 2019
       Syracuse, NY

  •    May 28, 2019
       Orlando

  •    June 12, 2019
       Las Vegas

  •    June 18, 2019
       Syracuse, NY

  •    September 10, 2019
       Syracuse, NY

  •    October 8, 2019
       McLean, VA

  •    October 14, 2019
       Rochester, NY

  •    February 11, 2020
       Syracuse, NY

  • Check my Availability

Strategic Differentiation - Be The Advisor Your Clients Crave


From all the advisors out there, why should a prospect choose you?

The key for a successful answer to number two is your competitive advantage, your strategic differentiator, and most advisors get it wrong.  If you're not getting as many new clients as you would like, this is probably a big part of the reason.  

I will show you:

  • The keys to describing what sets you apart
  • Create a compelling description of what you do
  • Learn how to stand out in a crowded marketplace 
  • Confirm what your clients value most
  • Enlist your best prospects to help you write your marketing plan.

To find out more about how I can help set you apart, contact us.

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.

Home | Contact Us | Login

site by: CR

10 Office Parkway Suite 300. Pittsford, NY 14534 | 585-381-2662

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