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 topics for this week include using the right words with clients, communication during a crisis and technology tips. First up is a fantastic piece that says client communications should be relationship builders, not relationship breakers. Next, we have a piece that explores how advisors should communicate with clients during a crisis. Our final piece for the week dives into helping advisors choose the right technology.
Trust builds customer loyalty and loyalty leads to retention. This blog explains that client communications are a powerful customer service tool and highlights how to make them more plainspoken, positive, personal, and plausible.
Creating a plan to address your clients during times of crisis is important. This piece shares a step-by-step guide to assist you.
Technology solutions have the potential to make your practice more efficient and profitable. This white paper helps provide guidance in choosing the right tech tools for your business.
