Every week, we bring you the best and most succinct curation of must-read articles to help you grow your investment advisory practice. More than a dozen hours of weekly reading by industry veteran Kristan Wojnar boils down to these three non-negotiables for your reading list. Want to grow your practice? Bookmark our practice management center and make these pieces a weekly staple.
This week we tackle the themes of using your client advisory board effectively, debunking wealthy millennial myths and creating your own financial advisory study group.
First, we look at a piece that suggests you can engage your client advisory board by digging into your client surveys. The next piece dispels millennial myths and suggests ways to deepen your connection with them. And our final piece this week highlights the benefits of putting together your own financial advisory study group and how to get started.
Do you have a client advisory board? Use them to help you gain deeper insight from your client surveys.
This piece debunks the stereotypes of wealthy millennials and provides strategies to help you connect with them.
Are you a collaborator? Check out these ideas to put together your own financial advisory study group.
Happy reading, and talk to you next week when we’ll bring more of the best tools and tactics to outperform your peers and grow your business.