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.
This week we are tackling the topics of building your business, connecting with the wives of your male clients and social media mistakes. First up is a piece that gets under the hood of how to create a strategic roadmap for your business. Next, we have a piece that highlights four words you never want to hear from a female client. Our final piece this week examines mistakes advisors make on social media.
Developing and following a roadmap helps you to identify the most important areas to build your practice. This piece provides a SWOT analysis to help you create long-term goals for your business.
This author says how a client’s wife introduces you is critical to the future of your business. Her choice of words will reveal what your relationship truly is with the family. Read on to learn the words you never want to hear, as well as strategies to help you if you are on shaky ground.
Are you making any of these mistakes? This piece highlights 10 of the biggest missteps advisors make on social media and actionable ways to address them right away.
