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 we are taking a deep dive into recruiting and retaining talented team members, delivering a consistent extraordinary client experience, and creating client personas. Our first piece is a white paper that examines how to both attract and retain personnel to serve your clients. Next, we have a thought-provoking blog about what advisory teams can learn from restaurateurs who have achieved the highly coveted Michelin 3-star rating. Last but certainly not least is an article that defines client personas to elevate your marketing.
This in-depth read says that growth-oriented practices are constantly looking to recruit new talent, even if they aren’t hiring. Many firms recruit by hiring advisors away from other firms. This piece provides a recruiting checklist and other best practices to retain top talent.
Is your practice star-worthy? This author examines what advisory teams can learn from restaurants that have achieved Michelin stars. Would your service and client experience be exceptional enough to designate you as a 3-star advisory practice? Read on to learn more.
If you want to create a marketing plan that attracts your ideal client, this author says creating client personas is key. In this blog, learn what a client persona is, the benefits, and the five elements to create one.
