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.
Maximizing your time and being efficient in your business are keys to every advisor’s success. All of our pieces for this week focus on these elements. Our first piece of the week provides an innovative and actionable idea to streamline frequently asked questions with your clients. Our second piece helps you identify your most profitable clients. The final piece of the week examines technology strategies to save you time.
Have you ever spent significant amounts of time emailing back and forth with a client on a simple question or service issue? Video messaging is a tool that will help you communicate quickly and effectively. Check this piece out to learn how to implement it into your practice.
Do you find yourself wasting time on non-ideal prospects? Take a look at this quick video to help you get started on identifying your most valuable clients.
Would you like to save over 100 hours of time in a year? If your answer is a resounding yes, read on for technology strategies that are certain to save you precious time.
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