Every month, 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 center to differentiate yourself with new ideas and build enduring client relationships.
We are looking at the subjects of branding, making a move and hiring new team members this week. Our first piece will get you thinking about ways you might be unknowingly hurting your business brand. Our second piece is a beneficial read if you are finding yourself at a crossroads to make a move to another firm. Our final piece gives great advice to help you avoid hiring underperformers.
Here’s a thoughtful read about things that may be destroying your brand equity without you even realizing it.
Are you ready to make a move? This piece offers sound insight if you are contemplating whether it is time to stay or go.
Is it time to hire additional team members? This author provides fantastic tips to ensure you hire a top performer and avoid dreaded internal staff issues.
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