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 diving into the topics of first-time client meetings, efficient time management, and building a better company website this week. Our first piece highlights how to transform first-time client meetings into meaningful relationships. Second, we have an insightful blog that shares a system for getting more done in less time. Our final piece examines how to build a better company website.
Some first-time client meetings can lead to lifelong partnerships, others potentially end with a handshake and no follow-up. This author says the difference lies in your approach and provides a guide to increase the successful results.
This piece explains using a model week to maximize your productivity, ultimately resulting in getting more done in less time. Check it out.
Your company website is a dynamic online space that you should always be improving. This blog provides tactics to optimize your site and create a better client experience.
