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 differentiate yourself with new ideas and build enduring client relationships.
This week we are tackling the themes of advisory boards, your online presence and refining your niche. First up is a piece that discusses why you should create an advisory board for your business. Next, we have a piece that covers how to amplify your online presence. Our final piece highlights how to define and develop your niche.
This blog says creating a client advisory board provides benefits that can elevate your firm. Read on to learn 7 powerful reasons to formalize your advisory board.
Standing out in today’s digital landscape is critical to the growth of your business. This webinar covers creating captivating video and podcast content, cultivating confidence on video and social media platforms, and how to align video and podcasting with your advisory business goals.
Advisors who have a well-defined niche and whose members have a specific problem are in a better position to build a thriving business. This piece covers 10 factors to define and fine-tune your client niche.
