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is incomplete, outdated, or wrong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!

One Page Business Plan

When a new client asks for help in achieving a goal, what is your first question? Do you have a plan?

And yet when it comes to building your practice, do you have a plan?

Many advisors do not, or the plans they have drawn are ineffective because they are too complicated or are consulted too infrequently. This is a tool to help you overcome that.

This one page business plan will help document what you are trying to accomplish, for whom, the general strategy for how you will do it, and focus on the next step necessary to get there.

This is not an exhaustive, strategic document. It is meant to be an easy worksheet you can update periodically to help remind you of what is important and keep you pointed toward your goal. (For a more comprehensive strategic planning tool, one good resource is Gazelles. You can take their crash course in strategic planning here.)

One Page Business Plan

Instructions for using the One Page Business Plan

Sample Plan

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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.