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.
We are examining three different but important topics this week, including texting, client acquisition and surviving a layoff. Our first piece explores how using texting can increase your productivity. Our second piece provides proven strategies to gain new clients, and our final piece highlights ways to help your clients who have gone through a reduction in force.
Texting is a powerful tool that can truly revolutionize how you run your practice. Here are 8 ways texting can improve your efficiency.
This blog says employing a repeatable process to acquire new clients is key and provides 5 proven strategies to win new clients.
This piece provides great guidance to help your clients who may have experienced a job loss or layoff. Check it out.
