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An Ideal Client Strategy, The Great Wealth Transfer and Creating Effective Word Pictures

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.

Let’s look at three different but impactful topics this week. Our first piece provides an insightful approach to building ideal clients. Next, we have an in-depth report on positioning your business for success as we enter the largest wealth transfer in American history. Our last piece will get you thinking about the power of word pictures when working with your clients and prospects.

Looking for a new ideal client strategy? Try this conversation during your next client meeting.

The Great Wealth Transfer will dramatically alter the financial services industry over the next few decades. Being proactive may help position your practice for success as assets change hands. This piece offers ways to retain your clients’ assets once they are transferred to heirs.

Word pictures, stories and analogies are a powerful way to explain to clients what you do and how you work. Watch this quick video to learn how to use them.

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