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 are highlighting three more topics that I’m sure you’ll agree are extremely important to your practice. First, with the holidays upon us, this piece discusses mistakes you don’t want to make when sending holiday gifts and greetings to your grieving clients and prospects. Second, we’ll take a look at a piece that suggests ways to connect with your female clients and prospects. And our final piece this week covers ideas to stay relevant with your clients.
The holidays are coming. Avoid these mistakes when sending holiday greetings to your clients who are grieving.
Here are some great marketing and business ideas to help you connect with female clients and prospects.
What are you doing to stay relevant with your clients and prospects? Check out these ideas to stay one step ahead.
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.