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.
As we begin this week, we are examining the subjects of effective follow-up, using video in your marketing efforts, and making emotional connections with clients remotely. First, we have a piece that looks at follow-up tips. Our next piece makes the undeniable case for using video in your marketing. Our final piece of the week shares how to make emotional connections with clients who you continue to work with virtually.
Looking for follow-up ideas that won’t annoy prospective clients? Then take a look at these 5 helpful tips.
From our personal lives to our professional lives, most of our daily lives are spent in the palm of our hands or in front of a screen. To that end, using video as part of your marketing strategy is crucial.
While many advisors are back in their office, there are some who continue to work remotely or have clients who like the convenience of virtual meetings. This piece provides 3 steps to help make emotional connections with clients despite being remote.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.
