Recent Articles and Interviews

Advisors Use Client Advisory Boards To Get Feedback On Their Firm

Some client advisory board tips in Investors Business Daily
Financial Advisers Focus on Niches to Grow

WSJ article on niche marketing
Asking for Referrals Outright Can Make Clients Squirm

Wall Street Journal article by Thomas Coyle about alternatives to asking for referrals
RIAs embrace the tough-love feedback of advisory boards

Investment News article on client advisory boards
Stories Make Your Marketing More Effective
NAPFA Advisor Magazine August 2020
Surviving the End of Asset Management
Guest post on the SEI Practice Management blog
6 Types of Niches for Financial Advisors to Differentiate
Guest post on the Kitces.com blog
Referrals and the Invisible Sale - Twenty Over Ten Blog

Guest post about the importance of your website in attracting referrals

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
Referrals and the Invisible Sale - Twenty Over Ten Blog

Guest post about the importance of your website in attracting referrals
RIAs embrace the tough-love feedback of advisory boards

Investment News article on client advisory boards
Ultrawealthy Investors Aren’t Inclined to Recommend Their Advisers

Wall Street Journal article about referrals from the ultrawealthy
Financial Advisers Focus on Niches to Grow

WSJ article on niche marketing
Why Your Client Referral Strategy May Not Be Working

Interview in Nerd Wallet Advisor
Why Your Parents' Financial Advisor Asks About You

US News and World Report Online article about advisors seeking introductions to the next generation.
21st Century Branding

Include in article in May 2015 issue of Inside Information
14 All-Star Blogs for Financial Advisors

Included in a Wealthbox list of best blogs for advisors.
The Elements of Referability

Article in The Journal of Financial Services Professionals
Grow Your Business with the Right Client Referral System

Mention in an article on getting referrals in Investors Business Daily
Referrals: Get Clients to Share Your Story

Article in Investment Executive
Three Steps to More Referrals

Interview with Investment Executive - Part 2 of 2
How Not to Get Referrals

Article in Investment Executive
Top Three Ways NOT To Get Referrals

Interview wit Investment Executive Part 1 of 2
Four Questions to Ask Before Setting Up a Client Advisory Board

Interview in Investment Executive Magazine
Who Should Be on Your Client Advisory Board?

Interview in Investment Executive Magazine
Expert Q&A: Stephen Wershing

Interview in Investment News
The Best Way To Get Referrals

Cover story of the Journal of Financial Planning, January 2013
Building a Profitable Practice in a Digital Age

Panelist with other industry thought leaders following FPA Experience 2012
Stop Asking for Referrals on WSJ Wealth Advisor

Steve is interviewed by Veronica Dagher on Wall Street Journal video blog
Asking for Referrals Outright Can Make Clients Squirm

Wall Street Journal article by Thomas Coyle about alternatives to asking for referrals
What Your Client Advisory Board Members Can Expect

Interview in Investment Executive Magazine
Forget Asking for Referrals, Occupy Your Client's Brain

Interview article on AdvisorOne.com
Don't Ask for Referrals, Just Get Them

Christina Nelson covers my talk at the Business and Wealth Management Forum in Denver for the FPA Practice Management blog
Fixing the Weakest Links in Your Growth Strategy

A review of Stop Asking for Referrals on Kitces.com's Nerd's Eye View
Financial Advisors Should Stop Asking for Referrals

Excerpt from the book on designing a referral marketing strategy on Financial Advisor magazine's website
How to Succeed at Referrals (Without Even Asking)

Olivia Mellan interviews Steve about his strategy for advisors and his upcoming book
Who Comes up With the Best Ideas to Improve Your Practice?

blog post on financial-planning.com
The Right and Wrong Ways to Find a Niche

Veronica Dagher interviews three experts about finding a target market
Everything You Know About Referrals is Wrong

Diana Britton interviews Steve about why asking for referrals is counterproductive.
Best Practices in the Financial Services Industry blog

Marie Swift Interviews Steve about his upcoming book
YOUR PRACTICE-Referral faux pas many advisers make

Inteview with Jennifer Hoyt Cummings
Being the Solution is Better Than Having Fans

Financial Planning website blog
Why a $23 billion San Fran-based RIA has doubled its square footage in NYC

Wershing talked with RIABiz writer Lisa Shidler about the possible client perceptions associated with office space.
Don't Be Better Be Different

Financial Planning website blog
Five Questions with Stephen Wershing

Interview in On Wall Street Magazine
Live from the Tiburon CEO Summit

Interview with David Armstrong of Registered Rep magazine
Reasons to Use a Client Advisory Board

From Investment Executive magazine
Secrets of Successful Advisory Boards

From FPA Practice Management Solutions
Who Will Run Your CAB Meetings?

From Investment Executive magazine
How to Choose Advisory Board Topics

From Investment Executive magazine
Build Your Practice With a Client Advisory Board

From The Practicing CPA. See page 3
Referrals 2.0

Cover story of the Practice Management Solutions supplement to the Journal of Financial Planning
Building a Referral Marketing Program on The CEO Hour, segment 1

Interview on the radio show The CEO Hour
Building a Referral Marketing Program on The CEO Hour, segment 2
Client advisory boards assume greater role in wake of crisis

I'm quoted in an article on client advisory boards
The Client Driven Practice: Make Your Clients Your Advisors

Coverage of my talk at FPA Business Solutions 2011 at FinancialPlanning.com
Want More Referrals?

Coverage of my talk at FPA Business Solutions 2011 in Financial Advisor magazine
FPA gathering reveals confusion, anxiety over social media

Review of FPA Business Solutions 2011
Big Ideas

Article on advisors' business plans for 2011, that mentions my work with Mark Colgan of PlanYourLegacy.com
Getting Referrals Perpetually

Webinar with Steve Wershing and Julie Littlechild on building a referral marketing program
The CEO Hour

Steve interviewed on the Internet radio show The CEO Hour
Input Marketing

Reprint of article by Bob Veres from Inside Information, available at http://www.bobveres.com
Listening for Feedback
Social Media: The Forbidden Fruit?

Visuals of presentation made to the FPA of Greater Rochester NY Annual Educational Symposium, June 2010
Top Ten Tips for Lowering Your Workload

in subscriber area
What is Your Strategic Differentiator?
Independence to Interdependence
Do You Need a Client Advisory Board?
How to Choose the Right Technology for Your Practice, Part 1
How to Choose the Right Technology for Your Practice, Part 2
How to Choose the Right Technology for Your Practice, Part 3