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 referrals, leveraging COI relationships and working with compliance. First up is a piece that looks at ways to get more referrals without sounding like a salesperson. Next is a piece that overviews leveraging centers of influence through podcasting. Our final piece this week overviews ways to build relationships with your compliance team.
Looking for ways to get more referrals, but feel uncomfortable asking for them? This piece offers five non-salesy referral techniques to start using in your practice now.
What strategies do you use to build relationships with your highly coveted COIs? This piece suggests podcasting as a win-win. Read on to learn how.
Most advisors might not use the words friend and compliance in the same sentence. This is a great read that provides seven tactics to make your compliance team your friend.
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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