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 tackling the valuable topics of writing strong bios, earning clients as a trusted advisor, and creating meaningful client communication. Our first piece for this week offers essential tips to writing a great bio. Next up is a piece that looks at how to become a trusted advisor to your clients. Our final piece of the week explores how to make your client communications more meaningful.
Does your bio need a refresh? Check this piece out for tips on writing a killer bio, as well as some examples to get you started.
How do you earn clients for life? This author provides great insights on developing and sustaining trusted client relationships.
Cutting through the noise and getting clients’ attention is a challenge. Narrowing your focus and executing on meaningful client communication will have the greatest impact, according to this author.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.
