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 topics of acquiring ideal clients, how to make your advice easy to follow and ways to outsource your marketing. Our first piece looks at using your acquisition trail to lead you to your best prospecting opportunities. Our next piece covers how to make your financial advice simple to implement. The final piece we have this week highlights tactics to outsource your marketing efforts.
By evaluating the trail you use to acquire top clientele, you can create and implement an ideal client profile to help you land your best prospects. Check out this in-depth, actionable piece to help you get started on your acquisition trail.
Is the advice you give your clients easy to follow? Watch this quick video for ideas to help you give financial advice that will make positive changes in your clients’ financial lives.
It’s no secret that as a financial advisor you have to wear a lot of hats. When it comes to marketing, what should you outsource? Read this piece for 5 impactful ways to outsource your marketing efforts.
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