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 our roundup of actionable themes includes niche marketing, improving your sales conversations with clients and proven follow-up tips. First and foremost, we are unpacking why niche marketing matters. Next up we are examining ways to improve your sales conversation skills with clients and prospects. Our final piece shares follow-up strategies to use without being pushy.
Going narrow on your focus just might be your most effective growth strategy. This article highlights three steps to building a successful niche marketing strategy.
In this article, learn five creative ways to help improve your sales conversation skills and how to turn your next client meeting into a trust-based sales conversation.
Following up with prospective clients can be a bit of a balancing act to avoid appearing annoying. This piece shares five advisor follow-up techniques to help.
