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is incomplete, outdated, or wrong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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10 Office Parkway

Suite 300

Pittsford, NY  14534




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An unloved, low tech tool


A Practice Revolution?

The next quantum leap in your practice could be from the lowest technology device available: a checklist.

Click to read more ...


The Power of the Checklist

An article I wrote about the role of the checklist in developing systems for your practice just appeared as the cover story in the March issue of Transitions magazine. Here is an excerpt: I love medical analogies in our business. Maybe it’s because I’m a former paramedic, but I see the parallels all the time — assessment and diagnosis, care plans, art and science, responding to the unexpected development. There is so much our professions share, so I was excited to receive the new work of Atul Gawande, a surgeon who writes about improving performance from a medical perspective. It’s The Checklist Manifesto and it may hold the key to improving the quality of your service, your advice, and the success of your practice. And one of the key concepts is that surgeons can learn a lot from aviators.

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10 Office Parkway Suite 300.
Pittsford, NY 14534 | 585-381-2662

© 2013-forever, Stephen Wershing.
All rights reserved.

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10 Office Parkway Suite 300. Pittsford, NY 14534 | 585-381-2662

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