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 examining the subjects of frequency of new website content, consistent center of influence (COI) referrals and communicating your value. First up is a blog that suggests how often new content should be added to your business website. Next, we have a piece that looks at how to get consistent referrals from COIs. Our final piece this week covers communicating your value, even if you don’t have a niche.
Have you ever wondered how often you should be adding new and fresh content to your advisor website? Check this piece out for answers.
Looking for consistent COI referrals? This piece suggests 10 essential things advisors need to get right to get new and consistent referrals from centers of influence.
No niche? No problem. While a client niche certainly helps, this author outlines how to communicate your value to clients even without a focused niche.
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