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 three important relationship-building ideas for your business. First, check out a well-written guide to help your clients and prospects have meaningful legacy conversations. Second, take a look at some effective ideas to deepen your relationships with centers of influence. And finally, with the New Year rapidly approaching, consider these essential questions to ask your best clients and professional advocates to receive invaluable client feedback.
Look at this excellent guide to help your clients have meaningful legacy conversations.
What is your strategy to deepen relationships with centers of influence?
In the New Year ahead, ask these questions to your best clients and professional advocates in order to gain valuable client feedback.
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.