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 digging into the crucial themes of prospecting, generating referrals and creating client advocates this week. Our first piece discusses the vital anatomy of a prospect meeting. The second piece examines how to get unsolicited referrals. The final piece for this week dives into ways to turn your clients into authentic advocates.
This author says what a prospect tells you they want to discuss and what they need to discuss just may be two completely different things. Read on to learn how to co-create a prospect meeting agenda focused on their needs and not just your goals.
This in-depth piece focuses on powering unsolicited referrals by defining each of your prospect’s journeys with distinct touchpoints.
Want to gain new ideal client referrals? This piece provides 5 ways to turn your current ideal clients into authentic loyal advocates.
