2016 Fall Conference Speaker
Stephen Wershing
Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that employs a research-based system to show financial advisors how to attract more referrals. They are also known for the extensive work they do helping advisors organize and run client advisory boards. Bob Veres calls Steve “the best marketing mind in financial planning.”
Ever read or see Moneyball? What Steve realized is that the common wisdom about referrals is just as wrong as Billy Bean discovered it was about winning games. And he has developed a system using research to show you how to position yourself to attract more referrals than ever.
His book, Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself was published by McGraw Hill in 2012.
Steve has authored articles or been quoted in many trade and popular publications including Journal of Financial Planning, Financial Advisor, Investment Advisor, Investment News and USA Today. In addition to his own blog, he writes for the websites Advisors4Advisors.com and Financial-Planning.com, who dubbed him “The Referral Doctor”.
Steve started as a registered rep 27 years ago, growing into a fee based advisor and later into a broker dealer executive. He became Chief Operating Officer of a national firm and subsequently President of a regional B/D before dedicating himself to coaching advisors full time in 2011.
Ever read or see Moneyball? What Steve realized is that the common wisdom about referrals is just as wrong as Billy Bean discovered it was about winning games. And he has developed a system using research to show you how to position yourself to attract more referrals than ever.
His book, Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself was published by McGraw Hill in 2012.
Steve has authored articles or been quoted in many trade and popular publications including Journal of Financial Planning, Financial Advisor, Investment Advisor, Investment News and USA Today. In addition to his own blog, he writes for the websites Advisors4Advisors.com and Financial-Planning.com, who dubbed him “The Referral Doctor”.
Steve started as a registered rep 27 years ago, growing into a fee based advisor and later into a broker dealer executive. He became Chief Operating Officer of a national firm and subsequently President of a regional B/D before dedicating himself to coaching advisors full time in 2011.