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Effective Use of Lead Services, Managing Emotional Clients and an Advisor Website Checklist

Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management Channel.

This week we are diving into the topics of effective use of lead services, managing emotional clients and advisor website launch to-dos. First up this week is a piece about how to effectively use lead generation services. Our second piece looks at helping advisors manage clients who are emotional. The last piece of the week provides an advisor website launch checklist.

Deciding whether or not to use a lead generation service? This is a must-read on how to effectively use lead services.

Let’s face it, navigating emotions is part of client and prospect relationships. Check out this piece for tips on how to successfully manage emotional clients and prospects.

Launching or relaunching your website? Read this piece for 7 things you should do before you go live with your website launch.

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