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.
Our themes for this week center around politics, communication crutches and focusing on what matters most. The first blog this week provides language, approaches and client questions to help you as you navigate political conversations. Next, we have a piece that says to stop using communication crutches so you can become a better communicator. Our final piece helps advisors focus on accomplishing what matters most.
As the election rapidly approaches, there’s no escaping political talk. These can be tricky waters to navigate with your clients; however, this author says, “don’t shy away from political conversations.” Read on for tips on being supportive of your clients while building your relationship as you engage in political conversations.
This author says many communication crutches have little meaning and only add to the noise that your clients are already trying to cut through every day. This quick video advises how to stop using these communication habits that weaken your words with your clients. Check it out.
Focusing on what matters most is often easier said than done. This blog provides a three-step process to evaluate and eliminate non-essential activities in your practice.