When your best clients drive your practice,
attracting more of them is easy
Learn to get referrals the natural way
and revolutionize your business
Most of what you have heard about getting referrals
is incomplete, outdated, or wrong
Advisors don’t get referrals because they
have no formal plan to attract them
Steve Wershing is the best marketing mind in
financial planning. - Bob Veres (Publisher, Inside Information)
Introductions following our last client advisory board meeting represent almost $30 million in new assets.

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Check out the new look!

As the financial advisor checklist project grows, the blog has a new platform and new look.

I know, the blog is only a month old.  A big part of what I hope for this project is that it will become a place where financial advisors can download sample checklists and post ones they have found useful, and exchange comments about how incorporating them into their practice management is working. 

Shortly after starting the blog, I found I had lots of difficulty figuring out how to accomplish that on the platform I chose.  (Not that it could not be done - it may be that I just could not figure out how to do it!) 

And anyone who has read my writing before - I know!  I should be outsourcing the web work.  Feel free to post snarky comments, but I already know. 

I will be posting some sample checklists shortly, and adding pages where you can post yours as well, to get feedback from other advisors, or just to share. 

I hope you like the new look. Let me know what you think of it, and what you would most like to see added or changed.


Fixing Email Error

Email issue resolved

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Checklists for Professional Financial Advisors

Checklists for routine use by financial advisors and their staffs have distinguishing characteristics.

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For the financial advisor, checklists aren’t instructions

Lots of checklists I see are actually instructions. There is an important difference - a well crafted checklist for regular use in a financial advisor's practice is designed for the professional.

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Checklists: A Critical Tool for the Investment Fiduciary

Under most scenarios, a checklist is a good idea as part of a financial advisor's investment management process. If you are serving as an investment fiduciary, a checklist is critical.

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Maybe a financial advisor’s most important checklist 

The most important checklist a financial advisor can employ helps assure the next actions receiving precious attention are the ones that contribute the most to the goals of the practice. The weekly review is an inventory of all your outstanding projects and commitments.

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The Financial Advisor Guide to Checklist Principles


I’m lost without my checklist!

He dug into the paperwork. As he went, he drew on his experience to recall the requirements of these types of accounts, these product companies. Okay, these forms are complete -- oh, and I need one of these. Then we need to do this and this, and, oh! I forgot this. Two hours of work took all day. Without simple, written instructions, he essentially had to design a new process as he went, even though he had done the same thing hundreds of times in the past. He will be unpacking that box very soon.

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Hear My Interview on the CEO Hour


An unloved, low tech tool

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160 Allens Creek Rd, Suite 270 Rochester, NY 14618 | 585-381-2662

© 2013-forever, Stephen Wershing.
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160 Allens Creek Rd, Suite 270, Rochester, NY 14618 | 585-381-2662

Home | Contact Us | Login | © 2013-forever, Stephen Wershing. All rights reserved.