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 delving into the subjects of money relationships, advisor podcasts, and successful client events. We are kicking off with a very interesting piece about money genograms and how your clients’ financial decisions are affected by previous generations’ beliefs about money. Next, we have a blog that shares a top-rated list of advisor podcasts. Our final piece highlights tips for hosting client events that bring qualified leads.
This author explains how genetics in your clients’ family trees shape their attitudes and behaviors about money. It examines what a money genogram is and how to help your clients create one.
Podcasts are a fantastic way to educate yourself on industry trends to help grow your practice. This blog shares 12 top-rated podcasts specifically for advisors.
Client events are a great way to connect with clients and to gain ideal prospects. This guide is packed with actionable strategies, creative ideas, and promotional tips to use for your next client event.
