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is incomplete, outdated, or wrong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.

A Revolution in Referral Marketing

Most of what you have been told about attracting referrals is incomplete, misleading, or wrong. Our unique process teaches you how to leverage the natural, human, social reasons people refer. You can get more referrals that you ever have before – without asking!

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A Revolutionary NEW Strategy for Building a Financial Service Business That Sells Itself.

“Reading this book will revolutionize how you think about growing your business” – Michael E. Kitces, MSFS, MTAX, CFP®, Partner – Pinnacle Advisory Group, blogger – Nerd’s Eye View

“…the best book on marketing in the financial planning/independent RIA world.” – Bob Veres, publisher, Inside Information

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Keynotes and Workshops

Bring these revolutionary ideas to your next meeting or conference. See the program audiences have been raving about all over the country. Give your audience an experience they will be talking about all year and ideas that will take their businesses to a whole new level.

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Learn how to attract referrals or how to get more from your existing client advisory board using the most innovative new strategies from some of the most recent research available.

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Learn how to create your own referral marketing plan to bring in clients. I offer a unique coaching process that will show you how to apply all the strategies and techniques in your own business.

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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!

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Subscribe for FREE to The Client Driven Pratice Referral Marketing Tips!

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.