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 showcasing three important themes this week. First, we have a piece focused on creating meaningful client experiences. Next, we have a piece that discusses the importance of building a strong client segmentation model. Our final piece suggests it is imperative to build a longevity network in order to best serve your aging clients and their families.
Delivering outstanding service can help advisors stand out from their competition. This piece offers 4 steps to delivering repeatable client-centric experiences.
Segmenting clients redirects your energy toward the right clients and activities, as well as creates more room for growth. Take a look at this piece for steps on implementing your segmentation strategy into your practice.
While planning for lifetime income is imperative for your clients, this blog says it’s an incomplete approach. Even with adequate financial resources, your clients are faced with the challenges that come with aging and longevity. Creating a longevity planning network of professionals will help you develop deeper connections with your clients.
