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Your Office Story, LinkedIn Conversation Starters and Is the Customer Truly the King?

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.


Our themes for this week center around your office setup, engaging on LinkedIn and managing client expectations. First and foremost, we have a piece that takes a deep dive on the story your office tells. Second up is a blog that will help you start personalized LinkedIn conversations. Our final piece this week is a thought-provoking piece which turns the idea that the customer is always right on its head.

What story does your office tell? Your physical space is a tool of differentiation and is an extension of your brand. As offices reopen more and more, now is the perfect time to re-evaluate your space. Read this piece for 3 steps to evaluate your physical office space.


Looking for a way to start conversations on LinkedIn without sounding too spammy? Here are 10 great LinkedIn conversation starters that take a highly personalized approach.


The customer is not always right. While this author may take a contrarian view, hear him out. His stance is that the customer is not always king. Read on to hear his perspective on client objectives versus client expectations.


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