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.
As we kick off this week, we are examining early retirement, the difficulty of reaching online investors, and using artificial intelligence (AI) without losing the human touch. Our first piece looks at what to do when a client retires earlier than originally planned. Our second piece explores why advisors struggle to reach investors online. Our final piece of the week explains how advisory teams can balance using the power of AI without eroding the human elements of their business.
When a client tells you they are going to retire earlier than planned, how do you respond? This blog provides three steps to help clients navigate uncertainty while also helping to protect their financial future.
Advisors face an uphill battle when trying to connect with investors online, particularly affluent individuals and couples. This article uncovers the barriers, emphasizes the role of transparency, and provides strategies to help convert online visitors into clients.
This blog says that most conversations about AI in our industry begin with tools, platforms, or efficiency-enhancing solutions, and instead, they should focus on a human-centered framework for integrating AI. Read on to learn more.
