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.
Our practice management themes for this week touch on your referral process, how to connect with alpha executives and the power of using a prospecting script. First up we have a piece that looks at creating a strong referral pipeline. Our next piece examines how to make connections with transactional alpha executive prospects and clients. Last, but not least, we have a blog about when you should utilize a prospecting script.
If asking for referrals evokes feelings of nervousness for you, then check this piece out. It provides a survey-based approach for asking for referrals and building your pipeline.
If you have highly transactional alpha executives as clients or prospects, it can be a struggle to connect with them. This piece offers 4 ways to disarm them and build relationships.
There is power in using prospecting scripts. If you are an experienced advisor, you likely do not use scripts anymore. However, they can still be very effective in certain circumstances no matter your experience level. This piece provides 3 situations when they are still useful.
Don’t forget to check out our full list of Target-Date Funds while designing retirement solutions for your clients.
