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 digging into timely topics: LinkedIn leads, the art of asking good questions, and prospecting tips. Our first piece shares a real advisor’s growth story of generating valuable LinkedIn leads. Next up is a blog that says powerful questions lie in the ability to get prospects and clients to think and reflect. Our final piece offers proven prospecting tips to build your business.
This in-depth case study shares how a solo advisor turned LinkedIn into his most reliable growth channel. Give this a read to understand the prior shortcomings, adjust subsequently, and implement effective, actionable strategies.
This author says the best advisors ask questions that invite reflection. When a prospect or client pauses before answering a question, silence is not resistance. Instead, it indicates they are thinking, perhaps in a new way. Read on to learn where powerful discovery begins.
Take a look at this white paper for practical and advisor-tested prospecting strategies that you can put to work immediately in your advisory practice.
