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.
As we head into this week, we are focused on great summer reads, building trust during client onboarding and women and wealth. We are leading off with the best books for advisors to read this summer. Next, we have a piece that discusses how establishing trust through a seamless onboarding process encourages clients to be more engaged in their financial journey. Our final piece shares the latest compelling research about the rise of the female investor.
Looking for a great summer read? Check out this list of 2025’s top 12 books for financial advisors.
Onboarding is a critical time to develop the beginning of a strong client relationship. This piece shares 5 ways to build trust during the onboarding process.
It is certainly not new news that women are the face of wealth, yet the wealth management industry still has only marginally adapted to female needs, goals, and preferences. This in-depth report shares the research on the needs of female clients and how serving them well will only become increasingly important.
