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.
Our roundup of timely topics this week focuses on video production, deepening transparency, and retaining lifelong clients. First, we are examining a piece about scaling your video production. Our second piece dives into the importance of transparency in your business. Our final read of the week shares resources to retain your clients over the long term.
The key to scaling your video production is having a system. This blog recommends a step-by-step process to make your video content creation more efficient.
This author says weaving transparency into every fiber of your process, communication, and client engagement is essential for building client trust.
A solid client retention plan is vital to building lifelong clients. This piece offers tested techniques for acquiring and retaining clients.
