- Telling Your Storybrand
Wicked Pissah Podcast, FPA of Massachusetts, June 2021 - Can a marketing plan successfully encompass multiple markets?
NAPFA Advisor Magazine, March 2021 - Client Driven Marketing
BobVeres.com - Constructive Feedback Using Advisory Boards Improves Client Loyalty
Fidelity Investments - Stories Make Your Marketing More Effective
NAPFA Advisor Magazine August 2020 - Business Development as the Recovery Begins
NAPFA Advisor Magazine May 2020 - Rethinking Client Gifts
NAPFA Advisor Magazine February 2020 - Three Critical Interviews
NAPFA Advisor Magazine October 2019 - A Simple, 3-Part Way to Introduce Yourself
NAPFA Advisor Magazine June 2019 - Questions that Get the Most From Your Client Advisory Board
NAPFA Advisor Magazine February 2019 - Surviving the End of Asset Management
Guest post on the SEI Practice Management blog - The New ‘Niche’
Article in Investment Executive about specialization - Differentiation is the Challenge, Niche is the Solution
Webinar – CPA Academy - 6 Types of Niches for Financial Advisors to Differentiate
Guest post on the Kitces.com blog -
Guest post about the importance of your website in attracting referrals
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Investment News article on client advisory boards
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Wall Street Journal article about referrals from the ultrawealthy
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WSJ article on niche marketing
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Interview in Nerd Wallet Advisor
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US News and World Report Online article about advisors seeking introductions to the next generation.
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Include in article in May 2015 issue of Inside Information
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Included in a Wealthbox list of best blogs for advisors.
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Article in The Journal of Financial Services Professionals
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Mention in an article on getting referrals in Investors Business Daily
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Article in Investment Executive
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Interview with Investment Executive - Part 2 of 2
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Article in Investment Executive
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Interview wit Investment Executive Part 1 of 2
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Interview in Investment Executive Magazine
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Interview in Investment Executive Magazine
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Interview in Investment News
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Cover story of the Journal of Financial Planning, January 2013
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Panelist with other industry thought leaders following FPA Experience 2012
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Steve is interviewed by Veronica Dagher on Wall Street Journal video blog
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Wall Street Journal article by Thomas Coyle about alternatives to asking for referrals
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Interview in Investment Executive Magazine
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Interview article on AdvisorOne.com
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Christina Nelson covers my talk at the Business and Wealth Management Forum in Denver for the FPA Practice Management blog
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A review of Stop Asking for Referrals on Kitces.com's Nerd's Eye View
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Excerpt from the book on designing a referral marketing strategy on Financial Advisor magazine's website
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Olivia Mellan interviews Steve about his strategy for advisors and his upcoming book
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blog post on financial-planning.com
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Veronica Dagher interviews three experts about finding a target market
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Diana Britton interviews Steve about why asking for referrals is counterproductive.
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Marie Swift Interviews Steve about his upcoming book
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Inteview with Jennifer Hoyt Cummings
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Financial Planning website blog
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Wershing talked with RIABiz writer Lisa Shidler about the possible client perceptions associated with office space.
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Financial Planning website blog
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Interview in On Wall Street Magazine
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Interview with David Armstrong of Registered Rep magazine
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From Investment Executive magazine
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From FPA Practice Management Solutions
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From Investment Executive magazine
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From Investment Executive magazine
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From The Practicing CPA. See page 3
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Cover story of the Practice Management Solutions supplement to the Journal of Financial Planning
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Interview on the radio show The CEO Hour
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I'm quoted in an article on client advisory boards
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Coverage of my talk at FPA Business Solutions 2011 at FinancialPlanning.com
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Coverage of my talk at FPA Business Solutions 2011 in Financial Advisor magazine
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Review of FPA Business Solutions 2011
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Article on advisors' business plans for 2011, that mentions my work with Mark Colgan of PlanYourLegacy.com
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Webinar with Steve Wershing and Julie Littlechild on building a referral marketing program
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Steve interviewed on the Internet radio show The CEO Hour
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Reprint of article by Bob Veres from Inside Information, available at http://www.bobveres.com
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Visuals of presentation made to the FPA of Greater Rochester NY Annual Educational Symposium, June 2010
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in subscriber area
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