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is incomplete, outdated, or wrong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 practice management (6)


Top 10 Habits to Drop

In a recent article on Morningstar advisor, Allyson Lewis, author of The Seven Minute Difference, describes how to implement better practices by letting go of bad practices. Here are some of her top points, and some ideas they inspired...

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Your Daily Morning Checklist

One fundamental practice management principle is to make sure you know what you need to do today. Most financial advisors have the challenge of navigating multiple systems, each of which may contain commitments that must be fulfilled. A simple daily checklist can help assure you check each one to make sure nothing is missed. Includes a sample morning checklist.

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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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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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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.

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

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

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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.