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

Rochester, NY
Joined January 2009
Stephen Wershing retweeted
For 500 days I've written 500 words of Morning Pages. While they're usually just brain dumps, I'll sometimes reflect on specific questions. As @tferriss says, if you want better answers, ask better questions. -My Top 10 Reflection Questions (and where I got them)- [THREAD]
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Stephen Wershing retweeted
Jenny Nicholson@JennyENicholson12 Jun 2020
We're gonna have to retire the expression "avoid it like the plague" because it turns out humans do not do that
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Stephen Wershing retweeted
This is the story of the Declaration of Independence—a document that was powerful enough to channel a revolution, turn colonists into Americans, and inspire democratic movements around the world long after it was written. j.mp/2LAJiGR #FourthOfJuly
Stephen Wershing retweeted
Happy Independence Day, brought to you by the right to revolution... j.mp/2NxUiY4 #FourthOfJuly
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Ooh... 🔥🔥🔥 "Nothing undermines trust more than going to a 3 day conference to learn more about being a better leader, and checking in with your team every hour along the way (communicating that you don't really trust them as their leader)." @simonsinek #AICPAEngage
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Stephen Wershing retweeted
So excited to share our new podcast by women for women! We talk money & career with @carlaannharris @WSJpersfinance tun.in/piDgu
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Blog Post Length: How Long is Too Long? buff.ly/2p2GiYU via @seiadvisors <-- My guest post. Thanks, @SEIJohnA
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Real stories of teams going outside their industry to define 'great'. buff.ly/2dZhX1a
How to make your client the hero and the art of story telling from @swershing buff.ly/28VlqKH
Stephen Wershing retweeted
Networking 3.0: Get Referrals FOR Your (Business Owner) Clients, Not From Them! kitc.es/28J0F3S
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Posting calorie information on menus hasn't changed eating behavior. @danariely #FPANorCal
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Part of financial adviser's role should be in educating people on the ways money can bring happiness in their lives. @danariely #FPANorCal
Stephen Wershing retweeted
Time to hear about niches from @swershing! Love this session title! :) #FPANorCal
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Build an Online Course: Lesson #1 buff.ly/1l6mNsr <--Delivering webinars is a learning experience via @SpinSucks
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How The Best Financial Advisor Websites Turn Visitors Into Clients bit.ly/1HT3eOL
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Stephen Wershing retweeted
Jimmy Craig - "if you dont want controversy, do nothing,say nothing and become nothing" #FPABE
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Early on a Sunday morning, it's #fpabe talking the new rules of marketing!!
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Stephen Wershing retweeted
RT if you agree: Monica Lewinsky’s message about taking control of your personal brand is relevant to advisors - ow.ly/QXKBp
Stephen Wershing retweeted
Replying to @swershing
@swershing @AdvisorWebsite obviously I meant massive amounts of laugh out loud humor.
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