3 Must-Read Pieces for Practice Management: September 16 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

Channels

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

Advisors

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.

Millennial Clients

Practice Management

3 Must-Read Pieces for Practice Management: September 16 Edition

Kristan Wojnar, RCC™ Sep 16, 2019

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.
This week we are tackling the topics of becoming memorable, decoding nonverbal cues and where to find Millennial clients. First we have a short but impactful video that provides ideas on how to become memorable as an advisor. Our second piece gives a fantastic overview of the myths and facts about client body language. Our final piece shares interesting research on where financial advisors can find wealthy Millennial prospects.

Check out this quick video for ideas on how to be quickly memorable with your clients and prospects.

Are you able to decode the nonverbal cues of your clients and prospects? Check this out for tips on reading body language.

Looking for wealthy Millennial clients? This article shares research on where advisors can find high-income Millennials.

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.

Please Enter Your Email
Please Select Your Advisor Type

Popular Articles

Download Our Free Report

Why 30 trillion is invested in mutual funds book