Clients That Don’t Refer, Using Instagram, and Setting Client Expectations

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Clients That Don’t Refer, Using Instagram, and Setting Client Expectations

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.

This week we have three different, but fantastic, pieces to dive into. Our first piece tackles why some clients just won’t give you referrals. Our second piece uncovers top questions that financial advisors have about using Instagram for their advisory practice. Our final piece highlights words you should use with caution to manage your clients’ expectations.

How do you handle clients who just won’t refer you? Check this piece out for three reasons why some clients won’t give referrals and what you should do about it.

Do you use Instagram for your advisory practice? Instagram is becoming more and more relevant for financial advisors. Read this piece to get your top questions answered about implementing it.

Avoid the mistake of telling clients you’ll be available anytime they need you. Take a look at this quick video to help you set client and prospect expectations.

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