Strengthening your Team, Closing Q4 Strong and Words to Avoid with Affluent Clients

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Strengthening your Team, Closing Q4 Strong and Words to Avoid with Affluent Clients

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’re tackling the practice management topics of strengthening your team, ending the fourth quarter with a strong finish and words you should lose when working with wealthy clients. Our first piece up this week discusses the challenges of hiring and retaining a strong team. Our next piece highlights high impact ideas to close out the last quarter of 2020. Our final piece addresses your word choice and what phrases you simply should never say with clients.

Many advisors struggle with hiring team members and retaining a strong staff. This author suggests using a personality test with current staff and new hires that identifies their strengths and weaknesses in order to build a strong team from the onset.
 

We are in the home stretch of 2020. It certainly has been quite the year. Check out this quick video for ideas to finish 2020 strong.
 

Have you ever used these words or phrases with affluent clients and prospects? Read on for 5 things this author recommends you never say when working with affluent clients.
 

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