As is our custom, we conclude the year by reflecting on the 10 most-read practice management articles over the past 12 months. Tomorrow, we will highlight the 10 best articles you probably missed.
In decreasing order, based on the number of unique readers, those are:
- Five Ways to Respond When Someone Ignores Your Emails
by Sara Grillo, 1/12/22
A 2020 study concluded that 65% of emails are ignored – and I wouldn’t doubt it’s far from the truth (Ozdoruk, 2020). Try these five techniques if you’re getting crickets after you push “send.”
- The 10 Most Important Things I Tell Clients
by Allan Roth, 1/30/23
Over the past couple of decades, I’ve told clients many very important things. Most of them are timeless, which is why I find myself saying the same things repeatedly. Here are the top 10, and I’ve saved my most important for last.
- How to Get Clients to Spend More Money
by Allan Roth, 3/13/23
Here is some research on why our clients built a sizable portfolio while others had high income but little savings. I’ll address specifics on how to get savers to enjoy their money.
- The Five Biggest Wastes of Money
by Sara Grillo, 8/9/23
If you are paying for any of the following garbage, get the scissors and snip it out of your budget.
- Dimensional’s New ETFs Signal Trouble for Advisors
by Dan Solin, 10/18/23
Dimensional’s new ETFs are good news for investors but raise issues for advisors.
- Subliminal Messages: The 12 Most Persuasive Words
by Kerry Johnson, 10/16/23
From this research, advisors can discern ethical, non-manipulative ways to create more persuasive messages.
- What To Say When Someone is Lying
by Sara Grillo, 4/4/23
Here are five ways to respond when you know someone is lying, blowing you off, or dodging your questions.
- I Don’t Trust the “Top” Rankings and Neither Should You
by Bob Veres, 7/10/23
There are days when our trade press is even more misleading than the consumer rags.
- The Trends That Will Shape the Advisory Profession in 2023
by Bob Veres, 1/2/23
I’m looking over my previous “trends” article, published at this time a year ago, and some of my ”fearless predictions” were outlandish then but now seem ordinary. That means I did something right.
- Those Awful “Meet the Team” Pages are Torture
by Sara Grillo, 5/2/23
Those “meet the team” advisor pages on websites are a torture to read. Your team is your biggest asset and should be the source of the greatest enthusiasm in your practice.
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