Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management Channel.
Are you ready? Let’s dive into the topics of free services, back to school and a powerful question about money to use with clients. Our first piece this week is a quick video that highlights why a free financial plan for prospects is really a loss leader to onboard a new client. Our next piece is a non-industry article that is jam packed with fantastic tips to help your clients who have school-aged children. Our final piece of the week suggests one simple, yet powerful question to use with clients and prospects.
Are you giving services away for free? While your intentions may be good, you just may be doing your prospect a disservice.
At this point, all of your clients’ children and grandchildren are in full swing back at school. This is a great read to help you support your clients and deepen your relationships by showing them you care. This could be an article you want to share with them directly, as it is jam packed with a lot of practical tips for busy parents.
Try this simple question with your clients and see what you uncover about their core values, which drive all of their investing decisions.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.