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Stephen and Kevin Show Episode 71: Five Tips for Building Great Checklists

There are infinite reasons for advisors to have checklists to improve their business. Here are five types to get started.


The Oechsli Institute has worked with thousands of financial professionals over the past 30 years. Some advisors are great with implementing structure and systems within their practice and others... not so much.

In Episode 71 of the Stephen and Kevin show, they discuss five essential components of an effective checklist. They also review the various types of checklists you should have within your business ... onboarding, review meetings, market volatility and more.


Have a question? Leave a comment and we’ll feature your question on the next episode. You can also use the hashtag #AskStephenandKevin on Twitter, Facebook and LinkedIn.

@StephenBoswell is President of The Oechsli Institute and author of Best Practices of Elite Advisors@KevinANichols is the Chief Operating Officer for The Oechsli Institute and author of The Indispensable LinkedIn Sales Guide for Financial Advisors.

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