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.
We are diving into the subjects of affluent clients, differentiation, and engaging with the next generation. First up this week is a highly relevant read about acquiring affluent clients while socializing. Our next piece looks at using your name, image and likeness to differentiate yourself as a financial advisor. Our final piece focuses on successfully engaging with millennials.
High impact prospecting and marketing activities all center around socializing. This piece highlights gaining trust and landing new affluent clients through social activities.
This author says that using NIL, also known as name, image and likeness, is the perfect recipe for building a personal brand, creating a marketing strategy, and helping advisors differentiate themselves in a competitive market. Read on to learn how.
Want to retain your older generation clients while also engaging with their adult children and grandchildren? This blog shares what to do and what not to do when engaging with next-gen clients.