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.
Our practice management subjects for this week cover the best financial advisor conferences, LinkedIn messaging and your client value proposition. First, we have a piece that covers the best advisor conferences for 2021. Next up is a piece that highlights the subject of whether the affluent market responds to LinkedIn messages. Our final piece defines client value propositions and how to craft one.
Wondering what the best advisor conferences are to attend in the new year? Look no further. Check out this in-depth piece on the best 2021 conferences to attend, whether in person or virtually.
Do you use LinkedIn to communicate with your affluent clients? This piece dives into whether the affluent market responds to LinkedIn messaging, as well as methods of how to communicate.
As we approach year end, many advisors reflect on their marketing and branding tactics. Whether you already have a value proposition or not, this is a great piece that defines what it is and how to craft one for your advisory business.
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