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is incomplete, outdated, or wrong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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Entries in Gawande (1)

Friday
Jul022010

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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10 Office Parkway Suite 300. Pittsford, NY 14534 | 585-381-2662

Home | Contact Us | Login | © 2013-forever, Stephen Wershing. All rights reserved.