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.
Let’s face it, the words we use everyday matter! Our content for this week all has to do with the words you use in your business. Our first piece looks at the words you use to win business. Our second piece highlights that words that are powerful when it comes to working with prospects. Our final piece this week cautions against words you should never use with clients.
Check out this quick video for words to use with your clients to keep you top-of-mind.
Words can be positive and negative. This piece reminds us how words can control how prospects and clients consider your advice.
This piece may make you think twice. Take caution before you use these nine words with clients.
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