Stephen Wershing
Stephen Wershing, CFP ® is President of The Client Driven Practice, a firm that assists financial advisors gather client feedback and develop referral marketing plans. Bob Veres calls Steve “the best marketing mind in financial planning." 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. Learn more here .
Articles by Stephen Wershing
- Practice Growth
Finding the Minimum Effective Dose for Advisor Marketing
As you create your marketing plans for the coming year, what’s the minimum effective dose to administer for your message to get a response?
- Practice Growth
How to Talk to Nervous Clients Who Have Lost Confidence
The most productive way to talk to a client who may have lost confidence in the markets or your strategy. #advice #planning #communication
- Practice Growth
Advisors: What If “Referral Only" Was Really a Strategy?
- Practice Growth
What it Takes to Be the Quarterback of Your Client's Team
- Practice Growth
Is It a Good Idea to Call Yourself A "Boutique"?