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.
As we kick off the new year, we are looking at topics to help future-proof your practice and stay ahead in the ever-changing financial services industry. Our first blog will help you craft your elevator pitch to stand out from your competition. Our second piece examines the financial signs of Alzheimer’s and dementia. Last is a blog that helps you optimize your YouTube channel.
This in-depth piece provides 9 tips to help you develop an elevator speech that will give your prospects a clear overview of who you are, what you do, who you serve, and why you do what you do.
Research shows a decline in financial skills and financial judgment can begin well before obvious signs of dementia or a diagnosis of Alzheimer’s disease. This is a great piece to share with clients as well as to use to help you when working with aging clients.
Check this piece out for 3 steps to creating and optimizing your YouTube channel for your advisory practice.
