Speaker Bio

Stephen Wershing

President

The Client Driven Practice

Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that creates unique financial advisor brands informed by client feedback. He helps them clarify their value, build their brand, and attract more referrals.

He is the nation’s foremost authority on client advisory boards for financial advisors. He has conducted more board meetings for advisors than anyone in the US.


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, Investment News and USA Today.

Steve started as a registered rep 30 years ago, becoming a fee based advisor and later into 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 to own the future.

Return to Summit