What’s Your Modus Operandi?

Want more spare time?  Want fewer mistakes?  It was proven three years ago that when the most highly trained professionals in this country (surgeons) started using checklists, mistakes and accidental deaths both dropped by ½…  And surgery times plummeted.  

Now of course surgeons bucked this at first… “I don’t need no stinking checklist!” 

But of course, the results proved that they did.  So, what kind of checklists do you have in your office?  Here’s an example of the types of checklists that can make your life much easier and more profitable:

  • New client onboarding checklist
  • Money transfer flow chart
  • Beneficiary checklist
  • Annual client review checklist
  • And on… and on

Also, having checklists like these makes hiring and training staff infinitely easier (and nothing throws an advisor into a tailspin like losing an assistant… now that’s a whole other article)!

About Mike Kaselnak

Michael Kaselnak is considered one of the top marketing and sales experts in the financial services industry. He has personally mentored over 300 financial advisors in the past 10 years. These financial advisors saw their average production increase by 62%. Many saw increases of over 300 percent. He writes articles that have appeared in many mainstream magazines and has written the popular report 300 Financial Headlines that sell.
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