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.
Research shows new client acquisition is a top challenge for advisors. For this reason, we are completely focused on client acquisition ideas for this week. First, we have a blog that offers tips to boost your client acquisition. Next, we have an article that explains client acquisition is not just about increasing quantity but also about improving the quality of relationships. Finally, we have a piece to help you get three new clients in the next 30 days.
Whether you are starting from scratch or increasing your existing list of clients to generate more revenue, this piece is for you.
This piece explores various strategies that can help advisors acquire new clients efficiently, without compromising professional rapport and trust.
This in-depth piece provides three specific and actionable strategies you can use to get three new clients in the next thirty days, complete with evidence. Don’t miss it!
