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Meaningful Client Conversations, Your 2023 Marketing Plan and the Clients You Serve

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.

We are continuing our momentum this week by focusing on having meaningful client conversations, planning your marketing efforts for 2023 and identifying the clients you serve. Our first piece this week looks at building trust through better client conversations. Our next piece examines planning your marketing for the new year ahead. The last piece of the week is a quick video that will help you identify who you are called to serve.

Every advisor wants to build trust with their clients. What you say and how you say it can make all the difference in your client relationships. Here are four essential steps to having meaningful conversations with clients that build trust.

2023 is approaching quickly. Here are 7 steps to help you plan your marketing approach for the new year.

This insightful video addresses the question of who are you called to serve? The heart of your marketing messaging should be driven by this answer, according to this marketing expert.

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