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 looking at the topics of emailing prospects, what to do when prospects go quiet and where some advisors go wrong when it comes to working with affluent clients. First up is a piece that overviews what to keep in mind when communicating via email with prospects. Next, we are taking a look at a piece that provides suggestions of what to do when a prospect goes quiet. Our final piece this week addresses affluent client perception.
Are you providing value when you email your prospects? Read this piece for three tips for sending effective emails.
You had a great prospect meeting, but then they went silent. Watch this quick video for suggestions of what to do when a prospect goes quiet on you.
This piece is an interesting read that covers the perception gap between affluent clients and their financial advisors.
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.