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.
If you want to consistently connect with potential clients, effective prospecting skills are a must. This week we are bringing you three compelling pieces, all on prospecting. Our first blog offers tips on how to create a well-executed prospecting strategy. Next up is a piece that focuses entirely on prospecting via LinkedIn. Our final piece this week concentrates on affluent prospecting through events.
This piece examines the importance of prospecting and provides 7 tips to prospect and acquire new clients so your practice can thrive.
This blog shares proven LinkedIn prospecting strategies to start using today to build meaningful connections in order to stand out in the competitive financial advisory space.
This article says casual and entertaining non-business events are an ideal way to bring affluent clients and prospects together. Check this piece out for tips on hosting intimate client events to deepen relationships.
