Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.
This week we are tackling the practice management topics of authenticity, client resistance, and getting through to stressed clients. First up is a great piece that looks at authenticity in video marketing. Our next blog covers strategies for handling resistance and rebuilding engagement with inactive clients. Our final piece for the week examines understanding the stressors clients face and how you can break through to them when they are feeling overwhelmed.
This video highlights 3 tips for embracing authenticity to create impactful video marketing content to connect with your clients and prospects.
Do you have clients who were once actively engaged with your advice but have since drifted away? While reconnecting with dormant clients can be challenging, this piece provides strategies for handling resistance and rebuilding long-term engagement and relationships.
It’s no secret that most of your clients are stressed, which can be a massive hurdle to helping them plan for their financial futures. This piece provides 6 ways to get through to stressed clients.
