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is incomplete, outdated, or wrong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!

Testimonials

Stephen Wershing, CFP, is thrilling audiences with his innovative and contrarian message - delivered in an entertaining program. Here is what some attendees had to say after seeing him...

"Steve Wershing is the best marketing mind in financial planning." - Bob Veres Publisher, Inside Information

"Steve Wershing is one of the most articulate speakers I have ever heard." - Marie Swift President, Impact Communications

"What a great addition you were to our annual meeting. Not to mention that it got me thinking…" -  Jennie Devlin President & COO, Cantella & Co.

"…a great presentation that exceeded my expectations." - Harvey Ziegler Program Chair FPA Greater St. Louis

"Steve was the only speaker who received a perfect rating" - Brenda Thornton FPA Chapter Administrator

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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.