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.
Well-crafted scripts have the ability to empower advisors. This week we are focused on implementing scripts to communicate with conviction and confidence. First up is a piece that covers scripting in your daily interactions using planned words. Next, we have a blog that digs into sales scripting as part of your succession plan. Our last piece highlights the best cold calling scripts. Check them out!
This author says scripts are a great tool to have in your belt because they give you both conviction and confidence, creating genuine trust and ultimately motivating clients and prospects to take action.
Ever wonder how to pass your sales acumen to the next generation of advisors so they can thrive? This is a great read for tenured advisors to help pass on the role of “rainmaker” as part of their succession plan through scripting.
Cold calling continues to be a valuable tool in your outbound lead generation arsenal. Check this piece out for 4 essential cold call scripts.