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 exploring elder laws, women and investing, and when a referral might not be a good fit. First up, we take a deep dive into elder exploitation laws. Next, we have a research-based piece looking at actionable ways to deepen relationships with your female clients. This week’s final piece examines what to do when you receive a referral that doesn’t fit your practice.
Elder financial exploitation is a widespread problem, and financial advisors need to be aware of the laws and new requirements to protect vulnerable clients. This piece highlights laws state by state.
This piece provides 6 lessons to help you strengthen your relationships with female clients. Despite controlling a significant number of assets, female clients are still an often-overlooked group of clients.
Have you ever received a nonideal referral? This quick video outlines how to handle it graciously.
