2018 NAPFA Fall Conference Speaker

Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that coaches financial advisors how to clarify their value, build their brand, and attract more referrals. 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 (find it here: http://amzn.to/2dlfnTd) was published by McGraw Hill in 2012. Wershing is known for his work with client advisory boards. He has conducted well over 100 boards and has authored articles and workshops about advisory board success strategies. His firm has helped more advisory firms organize and run their advisory boards than any firm in the nation. 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. 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.