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 digging into the subjects of personalizing your content, different types of clients and bringing your stories to life online. First up is a great piece about building relationships through personal content. Our second piece examines four different personality types of clients. Our final piece of the week looks at using multimedia tools to bring your stories to life.
Personalizing your content helps you build your relationships with both your clients and your prospects. Read this piece for tips to help you showcase your personality with personal content.
Personality assessments provide great insight into what makes clients tick. This quick read will help you improve your effectiveness with clients and prospects. It provides a simple model to help you navigate relationships based on 4 personality types. Check it out!
Digital stories are powerful. This piece will define what they are, as well as how to create them as part of your firm’s overall marketing strategy.
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