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 tackling three different, but equally important, topics this week. First up is a piece about client testimonials. Next, we have a piece that helps you and your clients discuss elder care. Last, but not least is a quick video that will help you save time and better serve your clients by tweaking your voicemails.
Have you implemented using client testimonials on your website? Here’s how to compliantly get started with testimonial marketing.
Discussing elder care options with loved ones can be difficult. This is an excellent piece to use to discuss elder care with clients and to assist them in speaking with their aging parents.
This piece suggests changing your voicemail to invite your clients to leave a message as long as they like, explaining what they want to talk with you about and how you can help them. This tactic can help you get started on what they need quicker and you will eliminate playing phone tag. Check it out.
