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.
Spring is here, and it is a great time to refresh your practice with new business ideas. This week, our first piece focuses on the importance of active listening and how it can forge stronger client relationships. Next up is a piece that examines LinkedIn Creator Mode and how to use it to improve your marketing. Our last piece says that AI brings more opportunities than threats to an advisor’s business and now is the time to embrace it.
Active listening takes work, but when clients and prospects feel genuinely heard, they are more likely to develop trust. This piece provides steps to hone your listening efforts to better engage and connect with your clients.
If you aren’t using LinkedIn Creator Mode, this author says you could be missing out on a chance to grow your influence and connect with more prospects. Check out this guide to learn more about it and how to use it to help you stand out from the crowd.
Artificial intelligence continues to be a hot topic among the advisor community. This piece says the fear is overblown and that AI should be viewed as a friend not a foe. Read on to learn why.
