Case studies can be powerful tools for the wealth management professionals who’re allowed to use them.
A case study typically starts with a presentation of a client problem–something that’s causing the client pain. The problem is followed by the solution, and then the client results. When prospective clients recognize themselves in the problem, you’ve grabbed their attention.
In “How to Write a Case Study” (available for download without registering) consultant Toby Younis lays out the steps for writing a case study. If you’d like to try doing it yourself, you may find his list of questions on page 12 particularly helpful.
However, don’t write an investment management case study. That falls under the SEC’s prohibition against testimonials.