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.
We are taking a look at three different, but very important, subjects this week: managing your time, referrals and building trust. First, we are looking at a time management piece that provides a powerful exercise to help you feel like you have control of your business again. Second, we have a piece that focuses on asking for introductions versus asking for referrals. Our final piece this week examines building trust and why it is more important than ever.
Do you want to feel excited about your practice and like you have control over your time and business? This is a great read with actionable ideas to help you.
This piece suggests you should stop asking for referrals. Instead, start asking for personal introductions. Read on for specific ideas on how to ask for them.
With the rise of skepticism among investors, this piece provides four reasons why building trust is harder and more important than ever with your clients and prospects.
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.