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.
As we enter another week, we are sharing a roundup of topics that include your client onboarding process, helping your clients define their retirement purpose, and growing a family office practice. First up, we have a piece that discusses the importance of systemizing your client onboarding process. Next up, we have an excellent piece to share with clients to help them clarify their retirement purpose. Finally, we have an article about growing a family office while maintaining a personal touch.
This author says following a uniform process ensures that you keep your business running smoothly. This piece includes a 15-step client onboard checklist to consistently facilitate a high-quality client experience.
Finding purpose in retirement can be extremely difficult for clients. Use this piece to help them discover and embrace their purpose, while enhancing their overall well-being.
Are you a family office practice looking to grow, but concerned about losing your personal touch? This piece offers insight to help, and also says family office firms need to identify what makes their offerings special and different from competing firms.
