As I developed the idea of the checklist blog, I wanted to create a place where financial advisors could find sample checklists, post some of their own, and engage in a conversation about how using them affected their practice management.  Shortly after starting the blog, I found I had a lot of difficulty figuring out how to do much more than post to the blog.  (Not that it is impossible on this platform…I just can’t figure it out!)

So, I have moved the blog to a new platform where I can load sample checklists for you to use, enable you to load up your own for feedback and comments by other advisors, and engage in a conversation about how you use them.

You can still find the blog at www.advisorchecklist.com.  And if you subscribed by email, your subscription has already been moved over.  but if you subscribe to this blog in a reader, you will need to go to the new site and subscribe by RSS again.  (Sorry!)

Thanks for dropping in, and see you at the new site!