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 center to differentiate yourself with new ideas and build enduring client relationships.
This week we are tackling the topics of becoming memorable, decoding nonverbal cues and where to find Millennial clients. First we have a short but impactful video that provides ideas on how to become memorable as an advisor. Our second piece gives a fantastic overview of the myths and facts about client body language. Our final piece shares interesting research on where financial advisors can find wealthy Millennial prospects.
Check out this quick video for ideas on how to be quickly memorable with your clients and prospects.
Are you able to decode the nonverbal cues of your clients and prospects? Check this out for tips on reading body language.
Looking for wealthy Millennial clients? This article shares research on where advisors can find high-income Millennials.
Don’t forget to visit our News section to catch the latest updates.
