Product Catalog

A Bountiful Harvest of New Clients (Marketing Playbook 2/6) - NAPFA Credit Only

  • Author: Stephen Wershing
  • Category: K-Marketing and Practice Management
  • Published: 05/07/2019
  • Member: $0.00
  • Non-Member: $39.00

Marketing Playbook - Part 2 of 6

Steve discusses:
• Creating a niche that grows clients
• Planting seeds in daily conversations
• Client Advisory Boards and other feedback

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,

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 (, a platform for independent advisors.

1.5 NAPFA CE in K - Marketing and Practice Management will be posted in your NAPFA CE record after downloading this recording.

This is a recorded webinar from May 7, 2019.