Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.
Our roundup of topics this week touch on attaining the top 5%, how to write trending topic emails, and talking points to show female clients that you care. Our first piece of the week explores the ambition of being in the top 5% in the financial services business. Next, we have a blog that suggests ways to write emails on timely topics without sounding too spammy. The final piece of this week highlights talking points advisors can use to show their female clients and prospects that they genuinely care.
What drives you? This is a great piece that looks at why being in the top 5% of your business is a worthwhile ambition.
How can you write an opinion on timely news instead of just sharing the topic? This author provides 6 ways to write emails on trending topics so that clients will want to keep reading.
It is a well-known fact that women and men communicate differently. Check out these 5 talking points to help you become an engaging advisor with female clients and prospects.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.