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Becoming the Best, Time-Saving Tips to Boost Productivity and Converting Prospects to Clients

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.


We are closing out 2021 strong and exploring the topics of becoming a top advisor, saving time on internet passwords and ways to convert prospects. Our first piece this week looks at why the best advisors are the best. Our second piece focuses on saving time and managing internet passwords. The final piece of the year analyzes how to convert prospects to clients.

Do you have what it takes to be the best? This program takes an in-depth look at the traits that make top advisors the very best at what they do. This link includes a worksheet, as well as an optional assessment.


Let’s face it, managing countless internet passwords can be a colossal waste of time. Can you relate? This piece suggests all financial advisors should have a password manager to boost productivity and the author recommends her favorite one.


While you can’t land every new prospect as a client, here are 5 ways to help you in your efforts of converting your prospects into long-term clients.


Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.