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Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that assists financial advisors gather client feedback and develop referral marketing plans. 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, Investment News and USA Today. Learn more here.
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