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 ...

Your first client is your most important client! But finding that client can feel like an impossible task. Let’s discuss a sure-fire way to do it. If you’ve invested in building the right ...

In an industry where competition is just a click away, turning a first-time client into a lifelong customer is the holy grail for travel advisors. Today’s travelers may find advisors through a ...

Getting a client and retaining a client are totally two different things. As a barber, it is easier to get a client than to make the same client come for your services over and over again. There is ...

An easy New Year’s resolution for any agent is to find more clients or close more sales in 2025 than they did in 2024. But how do you turn this goal into action, and then, results? Reaching out to ...

After completing the often-arduous tasks of researching nearby therapists, setting up consults, and choosing a clinician who seems like a good fit, first-time therapy clients may suddenly find ...