Losing the Jargon, Digital First Impressions, and Getting Clients and Prospects to Return Your Calls
Continue to site >
Trending ETFs

Welcome to MutualFunds.com

Please help us personalize your experience and select the one that best describes you.

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission

We hope you enjoy your experience

Losing the Jargon, Digital First Impressions, and Getting Clients and Prospects to Return Your Calls

Every month, 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 subjects of financial services industry jargon, digital first impressions and tips on making your voicemails more impactful. First, we have a piece that looks at several examples of overused jargon on financial advisor websites. Second, we are looking at a piece that highlights the importance of digital first impressions. Our final piece this week addresses how to get clients and prospects to return your phone calls.

Is your website full of financial industry jargon? Check out this piece for 10 examples of overused jargon, as well as suggestions of what to say instead.

First impressions are important. But, have you ever thought about digital first impressions? Check out this piece for tips to ensure your digital first impression success.

Do you find yourself leaving more voicemails during COVID-19? Take a look at this piece for 5 tips to make your voicemails more impactful so that clients and prospects will be more likely to call you back.

Don’t forget to visit our News section to catch the latest updates.