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.
Want to up your game when it comes to your Google business profile, time management skills, and referrals? Then you’ve come to the right place. This week, our first piece provides tips to improve your Google business profile. Next up is a piece that says having a better understanding of the value of your time can make a big difference in your income. Our last piece of the week offers strategies to gain more ideal clients.
Research shows more affluent investors are looking online for financial advisors. This piece provides 10 ways to take your Google business profile to the next level.