Updated Wednesday, September 2, 2015 as of 10:56 AM ET

Five Questions With Stephen Wershing

Forget about asking for referrals. That's the advice of former financial advisor Stephen Wershing, CFP, author of the forthcoming Stop! Asking for Referrals ... and get more than you ever have and founder of the Client Driven Practice, which counsels financial advisors. Here, he tells contributor Michelle Lodge how advisors can reorder their thinking.

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