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 looking at the industry themes of client emotional appeal, the power of female financial advisors and advisory website must-haves. First up is a piece that looks at how emotional appeal helps you stand out from your competitors. Next, we have a piece that makes the case that every advisory team needs a female advisor. Our final piece this week provides website must-haves to attract prospects.
In an industry that is commoditized, how do you stand out from the competition? Appealing to human nature may help you attract ideal clients. This piece provides 4 ways to make deeper emotional connections.
Does your team have a female advisor? This author suggests that every team needs a female player. Read on to learn why.
Check out this piece for 9 must haves that every financial advisor website should have to attract prospects and clients.
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