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Stephen Wershing, CFP®

The Client Driven Practice LLC
President
steve@theclientdrivenpractice.com
(585) 381-2662

Clientdrivenpractice
Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that consults with financial advisors 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.

About Us: The Client Driven Practice helps financial advisors discover and strengthen their unique value, and build their marketing nd their strategy around that. They do this with client surveys, client advisory boards, and referral marketing consulting.

Archived Webinars Offered

A CLIENT ADVISORY BOARD THAT DRIVES LOYALTY AND GROWTH

Date RecordedSeptember 18, 2019  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

DIFFERENTIATION IS THE CHALLENGE: NICHE IS THE SOLUTION

Date RecordedJune 25, 2019  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm