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 myths of men and money, ways your brand impacts your ROI and secrets to getting new clients. First up, we often hear about the myths of women and money, but what are the myths about men and money? Next, we look at a piece that examines ways that your financial brand impacts your return on investment. Finally, we look at a piece that focuses on getting new clients and removing clients from your business practice that are not ideal ones.
The financial services industry focuses a lot about the myths of women and money. This wealth psychologist looks at five myths about men and money. Check it out.
Your advisor brand ROI is a product of both quality and quantity of leads. This is a great read focused on four ways your brand impacts your ROI.
How do you get new ideal clients while removing clients who are not ideal? Read this piece for three categories your clients may fall into to help you remove less-than-ideal clients.
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.