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Prospecting Strategies, Elevating Client Engagement and Leveraging Seminars with Referrals

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 kicking off this week with three compelling pieces focused on areas to help you build your practice. Our first is a blog that looks at prospecting ideas. Our next piece examines your client engagement strategy. Finally, we have a piece that covers how to add referrals and introductions to your seminar process.

Strategizing for prospecting can be difficult and it is an endless process. Having the right strategies can help save you time and effort. Check out these 5 strategies.

Want to provide your clients with an exceptional and highly personalized level of service? Take a look at these 4 steps to elevate your client engagement.

As in-person events continue to return, seminars both virtual and in-person continue to be a top method to bring in new clients. This author says if you use seminars as a prospecting tool, be sure to leverage them with referrals. Read on to learn when you bring up introductions at the seminar and what to say.

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