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.
This week, we are tackling the topics of email subject lines, supporting your clients who are mothers heading back to school, and inheritor opportunities. Our first piece examines how to boost your email engagement by writing catchy email subject lines. Our second piece is a great read on how to support your clients who are moms going back to school who may have a short retirement window. Our final piece of the week focuses on how to connect with wealth inheritors.
Subject lines might seem insignificant, but they often are your only chance to stand out in your clients’ and prospects’ crowded inbox. This piece offers 20 tips on how to craft strong subject lines.
Going back to school is a huge decision for anyone, but it can be especially challenging for moms. A solid financial plan and a strong support system are key. Read on for ways to support them while creating a better future for themselves and their families.
This piece suggests a few small, but intentional, actions that can help you connect with your future clients. Taking advantage of the wealth inheritor opportunity requires these 6 steps.