Stephen Wershing
CVP

Stephen Wershing

CFPNY, US
Financial advisor branding and client advisory boards
certified virtual presenter

You want to be the professional clients call. To do that, you need to know what they value most and a brand that differentiates you. But communicating your unique value is hard and that's frustrating. Don't feel bad - you are trained at providing advice, not marketing. Marketing and branding is what we do. 

We start, like all good marketing, with the client. I have run hundreds of client advisory boards. We uncover the surprising things clients really value about their relationship with you. 

The we use the Story Brand process (I'm a Certified Guide) to effectively communicate a unique brand. 

My programs give your audiences clear, innovative, and actionable ideas that they can apply as soon as they get back to the office. 

I am the author of the McGraw-Hill book Stop Asking for Refereals, and co-host of the podcast Becoming Referable. 

Stephen 's Virtual Presenter Certificate

You want to be the professional clients call. To do that, you need to know what they value most and a brand that differentiates you. But communicating your unique value is hard and that's frustrating. Don't feel bad - you are trained at providing advice, not marketing. Marketing and branding is what we do. 

We start, like all good marketing, with the client. I have run hundreds of client advisory boards. We uncover the surprising things clients really value about their relationship with you. 

The we use the Story Brand process (I'm a Certified Guide) to effectively communicate a unique brand. 

My programs give your audiences clear, innovative, and actionable ideas that they can apply as soon as they get back to the office. 

I am the author of the McGraw-Hill book Stop Asking for Refereals, and co-host of the podcast Becoming Referable. 

Stephen 's Virtual Presenter Certificate

Stop Asking for Referrals

Want to get more referrals? Stop Asking!
During this acclaimed program, you will get what you need to know about attracting referrals, learning innovative new strategies using some of the most recent research available. Steve covers:
• How referrals actually happen (it's not what you think...)
• Why asking for referrals backfires
• How to be the person your clients will refer
• How to train your clients to refer you every time they meet a good prospect
•...
Educational / Informative

Differntiation is the challenge - Niche is the solution

The services of most professionals look the same to prospective clients. To attract clients, you need to demonstrate how you are different in a way that is valuable to their target market - a niche.

This program will take you through the concept of creating a unique client experience, introduce you to the six types of niche you can create giving an example of each one, and the teach you the steps you need to take to create and promote your own unique client niche.

Educational / Informative

Taking your client's advice - more clients and referrals through a client advisory board

A client advisory board is the most powerful tool to deepen relationships with clients, gain greater share of wallet, and drive referrals. Professionals report that clients who serve on their client advisory board are their strongest source of referrals.

If you want to increase referrals, or want to find out how to get more referrals from your existing client advisory board, this program is your answer.

This presentation will show you how to:

  • Develop the right...
Educational / Informative
Stephen 's Virtual Presenter Certificate