Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management Channel.
We are delving into the subjects of serving female clients and prospects, managing emotions, and using a lead magnet to market your advisory firm. The first piece we are highlighting this week is an insightful podcast on serving women clients and prospects. Our next piece specifically looks at how to navigate emotional issues with clients. The final piece of the week examines using a lead magnet to market your practice.
Women are not a niche. This podcast focuses on how advisors should focus on what problems they can help women clients solve. Take a listen to help you build a practice that serves women better.
Do you sometimes feel like a therapist with your clients? This podcast provides helpful tips for helping clients when they bring up emotional issues.
Lead magnets are special content tools used to collect information of potential clients so that you can add them to your email list and stay in contact over time. It’s a proven strategy that advisors are successfully using. Here are 5 steps to get you started.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.
