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The Urgent Problem You Solve, Creating an Advisory Board and The First 90 Days

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 tackling the topics of identifying the urgent problem you solve for clients, creating an advisory board and client onboarding. Our first piece for the week digs into the one urgent problem you solve for your specific niche. Next up, is an in-depth piece that highlights why you need an advisory board and how to build one. Our last piece will give you solid onboarding principles to maximize initial client experiences.

What one urgent problem do you solve for your clients? This question is the life source of your marketing strategy, according to this author. Read on to learn how to create your one sentence answer, as well as how to access a downloadable worksheet to help you get started.

Do you have an advisory board? This insightful piece breaks down why you need one and provides 5 steps to help you create an effective board.

Congratulations, you just onboarded a new client! Now, what does the next 90 days look like? This piece explores 5 onboarding principles to nail the initial client experience because you never get a second chance to make a first impression.

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