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Hospitality Versus Service, New Client Meetings and Website Must-Haves

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 looking at the topics of hospitality, new client meeting outcomes and advisor website must-haves. First up is a piece that suggests hospitality beats client service every time. Our next piece looks at new client engagement. Last, but not least, we have a piece that offers guidance on advisor website element musts.

This author says that advisors shouldn’t just focus on client service. Instead, you should show them hospitality to gain them as raving fans.

Looking to improve your conversion rates after new client meetings? This author provides 3 questions to ask yourself to connect with a prospective client in the first meeting and to increase the likelihood of the client making a decision sooner than later.

Hands down, your website can be your most powerful digital marketing tool. However, the right website elements are key. This piece provides 10 must-haves that are essential for your advisory site.

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