Stephen Wershing – Advisor Branding Coach, CFP®

What is ineffective marketing costing you?

What opportunities are you missing by communicating the wrong things?

How much of your budget is being wasted through ineffective marketing?

Too many financial advisors attempt to market their practices without ever asking the people they hope will respond to that marketing — their best clients! And too many financial advisors rely on referrals for new business, yet go without a plan to systematically and automatically attract them.
I help professional service firms develop a clean brand message that speaks directly to client concerns. I position advisors as the expert they seek to be and show them how to attract more of the clients and referrals they want by helping them discover and strengthen their unique value, and build their marketing and their strategy around that. This can be accomplished with client surveys, client advisory boards, and referral marketing consulting.
Here’s where you can find me online:
Get your free brand assessment by scheduling a 15-minute Zoom call here: https://calendly.com/stevewershing/brand-assessment

PodRocket Workshops: