Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management Channel.
As we head into another week, let’s look at the must-read practice management themes of your communication strategy, what to do about wrong fit clients and launching your female client initiative. First, we have a piece that explains how to create a communication strategy. Our next piece dives into how to stop taking on clients that are a wrong fit for your practice. The final piece of the week highlights how to launch or perhaps relaunch a female client focused initiative.
Not only do you need a communication strategy, but you need one that is systematic to add and retain clients. Here are three steps to help you get started.
If a prospect isn’t right for your business, then you should not take them on as a new client. This piece will help you qualify clients and provide them with an alternative advisor.
Do you have a marketing strategy to focus on gaining new women clients? This piece provides 9 easy ways to launch your focus on female investors.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.