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.
We are bringing actionable ideas this week around building your marketing capability deck, determining when it is time to hire and the great wealth transfer. Our first blog suggests it’s time to ditch your client pitch book — instead, create a capability deck. Next up we have an insightful piece that examines the indicators of when it is time to hire help. Finally, we have a white paper that takes an in-depth look at the great wealth transfer.
This author says a capability deck goes beyond a traditional pitchbook. It focuses more on client outcomes and your firm’s unique processes. Read on to learn why to ditch the pitch and focus on these 8 components instead.
Expanding your team is not a decision to be made lightly; however, this author says these 3 indicators will help you to decide if it is time.
We are in the midst of the greatest wealth transfer in American history. This research-based whitepaper will help you position your advisory firm to succeed in the years to come.
