Stephen Wershing

Stephen Wershing creates unique financial advisor brands informed by client feedback.

[Stephen Wershing @swershing]

It was great fun talking with my friend @PusateriConsult on his great podcast The Sabbatical Experience. So I am honored to be included in his greatest hits! https://t.co/VyIpGmBepZ

[Stephen Wershing @swershing]

Do you know a family that has been affected by cancer? Camp Good Days and Special Times strives to improve the quality of life for families affected by cancer through recreational and support activities. Please help me support them: https://t.co/KRkj2DvWg3 https://t.co/vRNodzdwRi

[Stephen Wershing @swershing]

Do you know a family that has been affected by cancer?
Camp Good Days and Special Times strives to improve the quality of life for families affected by cancer through year-round recreational and support activities. Please help me support them: https://t.co/vRNodzdwRi

[Stephen Wershing @swershing]

Do you know a family that has been affected by cancer?
Camp Good Days and Special Times strives to improve the quality of life for families affected by cancer through year-round recreational and support activities. Please help me support them: https://t.co/99VZaDeWFB /

[Stephen Wershing @swershing]

Grateful to be invited to chat with @leopusateri on his podcast The Sabbatical Experience. Thanks for the great conversation, Leo! https://t.co/zaV0ls8CDm.

[Stephen Wershing @swershing]

Grateful to be invited to chat with @leopusateri on his podcast The Sabbatical Experience. Thanks for the great conversation, Leo! https://t.co/R7D9jH3VjY.

[Stephen Wershing @swershing]

@christine_benz @Wright_ap @MikeZaccardi If they allowed drinking at those events, it would too easily become insurance presentation bingo.

[Stephen Wershing @swershing]

Prove your worth to clients and prospects, and you'll attract more. Here's how to do it. My latest in @NAPFA Advisor magazine. https://t.co/r4WFoBrhkx

[Stephen Wershing @swershing]

Excellent thread. We need to be reminded of the basics. And have PATIENCE. Thanks, Thomas! https://t.co/bsa6X2LS6E

[Stephen Wershing @swershing]

@marieswift Yikes! Glad you're OK.

[Stephen Wershing @swershing]

Want exclusive access to the best ideas in attracting referrals? Participate in this survey on what's working for you and you'll be among the few to get the report Building a Referable Business. https://t.co/m5IYx4VoMX

[Stephen Wershing @swershing]

Make your client advisory board like a TED conference

https://t.co/uzWZa4QktQ

[Stephen Wershing @swershing]

Worried your busy clients won’t participate in your client advisory board? This conference may persuade you otherwise.

https://t.co/FUTE0nKfXC

[Stephen Wershing @swershing]

Want exclusive access to the best ideas in attracting referrals? Participate in this survey on what's working for you and you'll be among the few to get the report Building a Referable Business. https://t.co/m5IYx4VoMX

[Stephen Wershing @swershing]

@RealDavidBuzo Exactly.

[Stephen Wershing @swershing]

But will the advisors who need it most hear about it if I tweet it? Hmmm. https://t.co/FRCLjmGgH4

[David Buzo, MBA⚡️ @TheDavidBuzo]

In 2021, I needed a new tax expert. I asked my parents, who raved about their guy of 15+ years. They gave me his #. I don't simply call people, I need to do my research. No website, no LinkedIn profile, nothing. I moved on. He lost my business before he knew that I ever existed.

[Stephen Wershing @swershing]

If TED can persuade busy, wealthy people to pay $10,000 and take a week out of their schedules, you can get your high net worth clients to your advisory board.

https://t.co/NTFu57XcAe

[Stephen Wershing @swershing]

Here's your access to the best ideas in attracting referrals. Participate in this survey on what's working for you and you'll receive exclusive access to what's working best for everyone. https://t.co/PvRF5foWjG

[Stephen Wershing @swershing]

RT @KristenLuke: One of the most common questions I get about niche marketing is, “Can I have more than one niche?” The answer comes down to your available resources. #financialadvisormarketing https://t.co/BzZhUJHmFk

[Stephen Wershing @swershing]

RT @SEIJohnA: What is "smart scale" and how can advisors use it to their advantage?

#PracticiallySpeakingBlog

https://t.co/E1qrH25UTN