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is incomplete, outdated, or wrong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

585-381-2662

info@theclientdrivenpractice.com

 

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Monday
May242010

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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Tuesday
May182010

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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Thursday
May132010

The Financial Advisor Guide to Checklist Principles

Tuesday
May042010

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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Sunday
May022010

Hear My Interview on the CEO Hour

Friday
Apr302010

An unloved, low tech tool

Wednesday
Apr282010

A Practice Revolution?

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

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Saturday
Mar132010

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.