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financial advisor adding human touch

Practice Management

3 Must-Read Pieces for Practice Management: April 22 Edition

Kristan Wojnar, RCC™ Apr 22, 2019


Every two weeks, 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 center.


This week, we are looking at the topics of helping clients start a new business, adding a human touch to your social media and the importance of building trust. Our first piece discusses how financial advisors can help clients who have lost their job to start a new business. Our second piece looks at how to add a human touch to your social media posts. Our final piece reinforces how imperative trust is in client-financial advisor relationships.

Research shows middle-aged clients who have lost their job are increasingly becoming entrepreneurs. As their financial advisor, you can play an important role!

Looking for ways to humanize your social media? Check this piece out for specific ideas on how to add a more human touch to your social media postings.

What are you doing to maintain trust with your clients? This quick read provides actions you can take now to help build trust with your clients.

Don’t forget to visit our News section to catch the latest updates.

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