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 closing out this month with three great practice management reads. First up is a review of a must-read book for financial advisors. Next, we have a piece about podcasting myths. Our final piece of the week is a video about why affluent clients fire their financial advisors.
Looking for a good client appreciation book? Check out this review for a new digital estate planning book that covers both practical and emotional content to guide you through important conversations with clients and prospects.
Many financial advisors are still reluctant to start podcasting. There are many benefits to advisor podcasts. This piece debunks 3 common podcasting myths.
Why do affluent clients fire their advisor? This quick video provides insight into how wealthy clients and prospects think, as well as landmines to avoid.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.
