Stephen Wershing, CFP

Advisor, The Client Driven Practice
Rochester, NY
  • 109 Professionals Trained
  • 5 Courses

About Speaker Stephen Wershing, CFP

Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that consults with financial advisers on how to create an experience clients naturally talk about. He helps them clarify their value, build their brand, and attract more referrals. He is also known for his work with client advisory boards.

Wershing is cohost of the popular podcast Becoming Referable, www.becomingreferable.com.

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, InvestmentNews and USA Today. 

Steve started as a registered rep 30 years ago, becoming a fee-based advisor and later a broker/dealer executive. He was 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. He is also partner in the Focused Advisor Network (www.focused-advisors.com), a platform for independent advisors.

  • Branding
  • Referral Marketing
  • Client Advisory Boards
$10
  • Stephen Wershing,
  • 1 Credit

A Client Advisory Board That Drives Loyalty And Growth

  • Feb 10, 09:30 AM EST
  • CPA Canada
  • CPA
Register
  • 4.4 (21)
$10
  • Stephen Wershing,
  • 1 Credit

Differentiation Is The Challenge: Niche Is The Solution

  • Feb 10, 09:30 AM EST
  • CPA Canada
  • CPA
Register
  • 4.7 (26)
FREE

A CLIENT ADVISORY BOARD THAT DRIVES LOYALTY AND GROWTH

  • Sep 23, 01:00 PM EDT
  • CPA Canada
  • CPA
  • EA
Completed
  • 4.4 (21)
FREE

DIFFERENTIATION IS THE CHALLENGE: NICHE IS THE SOLUTION

  • Sep 04, 12:30 PM EDT
  • CPA Canada
  • CPA
  • EA
Completed
  • 4.7 (26)