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 the subjects of deep client conversations, how to attract ideal clients, and ways to connect with Gen Xers. Our first piece of the week addresses how to facilitate deeper conversations with your clients. Next, we have a video that explains how a structured referral process will help you generate ideal clients. Our final piece says connecting with Generation X may help you shore up the longevity of your client base for years to come.
Facilitating deep conversations with your clients about more than just money is important. This piece delves into talking with your clients about family values, legacy, and nonfinancial goals. Read on for a step-by-step guide to deeper conversations.
This piece provides three proven and actionable strategies to help you start attracting more ideal clients today.
Often called the forgotten generation, this piece identifies ways to help you uncover the passions that drive Gen X as they are in their peak earning years.
