NAPFA Webinar - A Bountiful Harvest of New Clients

When:  May 7, 2019 from 10:00 AM to 11:15 AM (ET)
Presented by:
Stephen Wershing, The Client-Driven Practice
Tuesday, May 7 at 2:00 - 3:15 p.m. ET (1:00 p.m. CT, 11:00 a.m. PT)
Earn: 1.5 NAPFA CE in K-Marketing and Practice Management
Member: Free; Non-Member: $39

Part 2 of the 6-part Marketing Playbook Series, Steve will discuss:
• 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, 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.

Please note that if you registered for part one of the Marketing Playbook series presented by Marie Swift on April 23rd, you are already registered for this webinar and the others in the Marketing Playbook series.

Registration for this webinar will close at the end of business on Monday, May, 6.