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 looking at the topics of positioning yourself as a financial professional, developing accountability and the science of client service. First is a piece that helps you understand what positioning is, why it is important and signs that you are not well positioned. Second, we are looking at the subject of developing accountability as a financial advisor. Finally, we are taking a look at an interesting piece that provides an overview of the science of client service.
Are you clearly communicating your skills to your clients and prospects? Check out this piece for five simple signs that you are not positioning yourself well.
All elite advisors possess accountability. This is a great read that covers five ways to develop your accountability as a financial advisor.
This author suggests client service is a science, not an art. This is a quick read that covers the definition and steps of the science of client service.
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.