Stephen Wershing

Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that creates unique brands for financial advisors informed by client feedback. He is known for his work in organizing and running client advisory boards and referral coaching.

Wershing is a popular speaker, co-hosts the podcast Becoming Referable (www.Becoming Referable.com), and blogs weekly at www.clientdrivenpractice.com/blog. He has authored articles or been quoted in all major financial services publications and the consumer press.

He started as a Registered Rep in 1987, moving to branch and then regional manager. He spent 14 years as a broker dealer executive. He is partner in a financial planning firm.

Steve appreciates that family and friends continue to eat his cooking, struggles at woodworking, and will jump at the chance to speak or facilitate an advisory board meeting in any city where there is west coast swing dancing.