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.
Let’s dive into three powerful practice management topics this week. Our first piece focuses on the superpower that top financial advisors possess. Our next piece looks at making strong first impressions with LinkedIn connections. The final piece of the week highlights tips to help you turn website visitors into strong leads.
What crucial superpower do top advisors have? Here’s a hint, it has to do with communication. Read on to learn more about this skillset.
How do you make a good first impression with new LinkedIn connections? Check this piece out for 4 tips to engage a new connection and start a conversation.
Are you losing valuable prospects who visit your website? Here are 4 great tips to help you turn website visitors into solid leads.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.
