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is incomplete, outdated, or wrong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.

Create a free account to be able to access the resources mentioned in my book and a variety of helpful tools, presentation keynotes, additional material and more!

Contact information

10 Office Parkway

Suite 300

Pittsford, NY  14534




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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


A Practice Revolution?

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

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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.