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 covering a broad range of topics this week, from great financial advisor books, the best financial planning questions to ask and pushing prospects off the proverbial fence. First, we look at a piece that overviews great financial advisor books to read. Next, we look at an article that highlights some of the best financial planning questions to ask your clients. Finally, we take a look at a piece that helps you get prospects off of the fence.
Looking for a few good books to read? Check out this list of eight great financial advisor books to read.
This piece overviews twelve of the best financial planning questions to ask your clients and prospects.
Take a look at this quick video to help you with words to use to help coach your prospects off the fence.
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.