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 dialing into the topics of women’s events, marketing performance metrics and holiday greeting ideas for your clients and prospects. First up this week is an insightful piece about hosting women’s events. Our next piece looks at important marketing performance indicators to track your marketing success. Our last piece for the week provides memorable holiday gifts and ideas.
Looking for the right event to attract new ideal women clients? Take a look at this author’s strategy.
Are you tracking the progress of your marketing initiatives? Check this piece out for 13 of the most important marketing metrics for financial advisors.
Tis the season for holiday ideas. This quick video provides great ideas to get a jump start on unique ideas for the holiday season.
Don’t forget to check out our full list of Target-Date Funds while designing retirement solutions for your clients.
