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Getting More Ideal Clients, Daily Non-Negotiable Tasks and First Meeting Tactics

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 have three popular practice management topics this week including finding new ideal clients, your daily routine activities and what to say in initial meetings with prospects. Our first piece of the week uncovers how to find more ideal clients. Next, we have a piece that looks at the power of daily activities that are fixed. We are closing the week out with a piece that examines the three things financial advisors should say in their first meeting with a prospect.

Looking for new ideal clients? This author offers tips for creating your ideal client profile and more.

Daily fixed activities create habits that elite advisors possess. Check this piece out for creating structure around your daily routine to maximize your productivity.

This author says there are only 3 things you should say in your first meeting with a new prospect. Take a look to learn what they are and see the impact in your next prospect meeting.

Don’t forget to check out our full list of Target- Date Funds while designing retirement solutions for your clients.