3 Must-Read Pieces for Practice Management: May 20 Edition

Welcome to MutualFunds.com

Please help us personalize your experience and select the one that best describes you.

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission

We hope you enjoy your experience


Find the latest content and information here about the 2019 Charles Schwab Impact Conference.


Receive email updates about fund flows, news, upcoming CE accredited webcasts from industry thought leaders and more.

Content focused on helping financial advisors build successful client relationships and grow their business.

Content geared towards helping financial advisors build better client portfolios.

Get insights on the industry trends and investment news from leading fund managers and experts.

build strong client relationshipsbuild strong client relationships

Practice Management

3 Must-Read Pieces for Practice Management: May 20 Edition

Kristan Wojnar, RCC™ May 20, 2019

Every two weeks, 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.
We are concentrating on the topics of the power of process, upgrading your marketing, and building strong relationships with clients this week. First, we are looking at a piece that reinforces the importance of a consistent process when it comes to your business. Second, we are taking a look at a piece that highlights the steps to upgrade your marketing efforts. Our final piece this week overviews the key traits to build strong client relationships.

Ever think that doing the same thing over and over makes you irrelevant as an advisor? This video suggests that developing a consistent process is, in fact, the key to staying relevant and building your business. Take a look.

Check out these 3 steps to help you upgrade your marketing efforts.

This author suggests every advisor must have these 5 key traits to build lifelong client relationships.

Don’t forget to visit our News section to catch the latest updates.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Download Our Free Report

Why 30 trillion is invested in mutual funds book