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.
Our roundup this week highlights client expectations, business planning and common first meeting mistakes. First up we have an article that specifically examines what clients are looking for from their advisors. Our second piece provides excellent business planning tips. Our final piece of the week uncovers the top mistakes financial advisors make in the first client meeting.
Wondering what your clients’ expectations are from you? Here are seven essential components clients are looking for so you can deliver an outstanding client experience.
Proper business planning is key, whether you’re building a new firm or scaling your existing advisory practice. As we approach year-end, business planning is always top of mind. Check out these 9 things to include as you draft or refine your business plan.
This piece highlights 3 pitfalls to avoid so you can turn your first client meeting into the beginning of an extraordinary advisor-client relationship.
