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 enter this week, we are exploring client review meetings, client texting and digital marketing. We are kicking off with an excellent blog about mastering client review meetings. Next up is a piece that digs into adopting a texting platform into your practice to speed up your communication with clients. Our final piece shares digital marketing tips to find new clients and grow wallet share.
This author says every client review meeting needs to include the why, the what, the how and the where. Read on to learn how to crush your next client review meeting.
- Mastering Client Review Meetings: Focusing on ‘The Why, The What, The How and the Most Important – Where?
Did you know that 98% of text messages are read within 3 minutes, but the average financial advisor email sits unread for more than 6 hours? This thought-provoking article says this critical communication gap is costing you opportunities and explains that implementing a texting platform with a proven adoption framework is key.
This blog highlights 8 easy tips for financial advisors to make the most of their digital marketing efforts. These strategies might save you hours without sacrificing the quality of your content.
