Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management Channel.
We are supercharging your business this week with the subjects of productivity, value propositions and telling stories. First up is a piece about boosting your business productivity. Our next piece highlights things that do not make you different from other advisors, as well as what does make you stand out from your competition. Our final piece of the week provides tips on telling great stories, even when the topic is technical in nature.
Want to take back control of your time? Read this piece for nine time management tips to help advisors boost their productivity and take back control of your day.
This piece lists five common attributes advisors think differentiate them from their competition. This author says these things really don’t make you different, but also points out how to identify attributes that do in fact make you stand out. Read on to learn more.
Storytelling is powerful. But how do you tell a story with a technical topic in our industry? This author explains how to tell memorable and engaging stories about technical topics.
Don’t forget to check out our full list of Target-Date Funds while designing retirement solutions for your clients.
