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  1. Practice Management
  2. 3 Must-Read Pieces for Practice Management: December 28th Edition
Practice Management
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3 Must-Read Pieces for Practice Management: December 28th Edition

Kristan WojnarDec 28, 2016
2016-12-28

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.

  • How to Have the Legacy Conversion

What is your strategy to deepen relationships with centers of influence?

  • How 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.

  • Putting the ClientWise Conversation to Work

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.


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