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New Client Acquisition, Personalizing Your Communication and Your Firm’s Culture

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.

As we enter a new week, we are touching on the subjects of client acquisition, your client communications and cultivating your firm’s culture. First up this week is a piece that looks at how long it takes to acquire a new client. Our next piece explores your client communications. Our final piece talks about the importance of human connection and your firm’s culture.

Acquiring new clients is vital to your business, but it takes time. This author suggests thinking of the client acquisition process as a 3-stage journey. Read on to learn more.

Have you made this client communications mistake before? Avoid this impersonal salutation and use it instead as a client communications opportunity.

How do you convey your firm’s culture? Hint: it lives through your people. Human connection drives your firm’s identity. Check out this thought-provoking piece.

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