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 examining lead generation tips, gaining referrals, and attracting affluent clients. Our first piece looks at lead acquisition strategies. Next up, we have a blog that explains why referrals still rule. Finally, we have a piece that covers proven strategies to engage affluent clients.
This piece provides four powerful lead generation strategies to help you keep a steady stream of leads coming in. Don’t miss it!
Referrals are a timeless growth strategy. This blog offers five tactics to help you maximize the power of referrals.
This article will help you understand the needs of high-net-worth clients and best practices of how to attract and retain them. Read on to learn more.
