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 practice management concepts for the week center around how to turn client questions into opportunities, maximizing your client engagement, and ways to motivate your team members. We are kicking off with a blog that will help you turn day-to-day questions into powerful moments of connection. Next up is a podcast that discusses how to automate thoughtfulness and build emotional connections with your clients along the way. Our final piece shares helpful ways to get the most out of your staff.
This author says every client question, whether big or small, is a chance to build trust. Read on for 5 ways to turn client questions into planning opportunities.
Take a listen to this podcast to discover the power of automated thoughtfulness and how it may lead to practice growth through both client engagement and referrals.
All team members want to feel like they are part of something special. This piece shares 5 ways for advisors to motivate and inspire their team.
