Client Connection, Virtual Communication and Mastering Business Skills

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Client Connection, Virtual Communication and Mastering Business Skills

Every month, 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 center to differentiate yourself with new ideas and build enduring client relationships.

As we continue to navigate the COVID crisis, this week we are looking at the topics of client connection, virtual communication best practices and mastering business skills. First up, we have a piece that focuses on telling your personal brand story in challenging times. Next, we have an article that highlights important best practices for virtually communicating. Our final piece reminds us that there is power in focusing on less, especially when our plates are full and our stress level is running high.

Connecting with clients is imperative right now. Telling stories connect us all in a profound way. Your story and your personal brand may need to be adjusted a bit right now. This piece provides 5 excellent ideas to tell your story in a crisis.

We’ve all had a crash course on virtual communication in recent months and virtual communicating is certainly here to stay. This author provides what he calls the 3 P’s of successful virtual communication.

Sometimes less is more. Advisors can easily get caught up in attempting to implement too many business ideas at once. This quick video makes the case that financial advisors can succeed sooner if they attempt less.

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