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 kicking off this week with the topics of gaining client feedback, breaking the taboo around money talk and your marketing game plan. Our first article explores collecting and acting on client feedback. Our next piece is a research study around client behavior and relationships with money. Our final piece is a blog on creating your 2025 marketing game plan.
This article says collecting client feedback is an empty exercise if you don’t take the steps to act on it. Check out this piece for a closer look at how to effectively gather and implement client feedback.
This in-depth research report explores people’s relationships with money and shows, in particular, that men and women are not equally satisfied with their financial situations. Due to these complex relationships, the research aims to assist women in reaching a state of financial comfort. The report concludes with recommendations that serve as valuable resources for advisors working with female clients.
With 2025 around the corner, it’s time to develop your marketing plan for the upcoming year. This article provides 5 tips to assist you.
