Becoming the Go-To Advisor, Uploading your Contacts to LinkedIn and Getting Prospects to Change Advisors

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Becoming the Go-To Advisor, Uploading your Contacts to LinkedIn and Getting Prospects to Change Advisors

Every month, 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.

We are diving into the subjects of becoming the “go-to” financial advisor, uploading your contacts to grow your LinkedIn network and getting your prospective clients to change advisors. First up is a piece that looks at how to become the go-to person for advice. Next up we have a piece that explains how to upload your contact lists to build your LinkedIn network quickly. Our final piece this week explores how to get prospects to leave their current financial advisor.

Are you the “go-to” person for your clients? Here are 6 tips to help you be the advisor that clients always seek first for advice.

Want to increase your LinkedIn network in less than two minutes? Follow this quick step-by-step guide to uploading your contact lists in seconds.

Do you have prospects who are having trouble breaking up with their current financial advisor? Here’s a piece that offers sample language to use with prospects to recognize the barriers they might be having to move forward with you as their primary advisor.

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