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A Client-Centric Approach, Your Ideal Number of Clients and Working with Female Investors

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.

This week we are tackling the practice management topics of a client-centric approach, your ideal number of clients and making the most out of your meetings with female investors. First up is a great piece to help you in assessing your client approach. Second, we have a piece that looks at what the optimal number of clients is for a financial advisor. Our last piece this week looks at mastering your communication skills with female investors.

Every single connection opportunity with a client builds client loyalty. Check out these 10 questions to help you to assess your client-centric approach.

What is your optimal number of clients? This author suggests two laws to help you identify your ideal number of clients.

Your relationship with female investors is crucial to your business. This piece provides excellent tips to help you build strong connections.

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