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.
Our trending topics for this week are gaining new referrals through client stories, what to say in your videos and communicating your fees. First up is a compelling piece that suggests the key to your referral efforts is getting clients to share stories about the impact you’ve had on them. Next, we have a piece that shares how to prepare for what you are going to say when creating content videos. The final piece for this week explores tying your value to your fees.
Here’s a unique referral idea. Get your clients to write their own referral script for you. Stories are powerful and getting your clients to share their stories about the impact you’ve had on them is an incredible way to gain successful introductions. Read on to learn more.
Reading through a formal script is boring for viewers of your videos. Consider a framework to use as a guide when creating your content videos instead. Check out this quick video for some ideas on how to build your framework.
This author suggests that you can help your prospects better understand your fees if you tie your value to your fees. Here are 3 tips to help you communicate your fee structure to prospects.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.
