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is incomplete, outdated, or wrong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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Pittsford, NY  14534




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Entries in Checklists (6)


The importance of system

The key to consistent service delivery is a well designed system. Each function in a financial advisor's practice needs the 4 Ps: Policy, person, procedure, proof. From there, you can create checklists and work flow.

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Financial Advisor Checklist for Client Meetings

Here is a great article on Horsesmouth about creating checklists for client meetings.

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The Right Length for a Financial Checklist

A financial advisor should tailor the length of a checklist to the situation in which it will be utilized. It may be long or short, depending on the time constraints of the task, and how frequently the advisor is called upon to do it. Key is that it should not slow down the process it is applied to.

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

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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.