Stephen Wershing, CFP

I entered the financial services profession in 1987. From representative at Waddell & Reed, I became District Manager and then Division Manager. In 1994 I established an independent practice. By the end of 1996, I was working at the home office of Wall Street Financial Group, eventually rising to Chief Operating Officer. In 2002 I was hired to develop a small independent firm which eventually became Ensemble Financial Services, which I ran until 2010. One of our proudest moments from those years was receiving a Broker Dealer Excellence Award from Boomer Market Advisor magazine. You can download the article about that here.

After leaving Ensemble, I started The Client Driven Practice. I coach financial advisors on referral marketing, strategic differentiation, niche marketing, client advisory boards, and other practice management issues.

I write or have been quoted in most of the industry trade magazines, and have appeared in USA Today. You can see some of my articles and interviews here.

Personal

I live with my wife Gaelen McCormick and our daughter Clara outside Rochester, NY. I have two older kids in college. I enjoy cooking, woodworking, and dancing west coast swing.

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