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.
Metrics are important when it comes to the success of your business. This week we are looking at goal setting, evaluating your marketing, and assessing your client newsletter. First up is a piece that looks at reviewing and accomplishing your business goals. Our second piece examines how to evaluate your marketing efforts. The final piece of the week offers insight on reassessing your newsletter.
It’s not too late to set business goals for this year. Take a look at this piece for 5 steps to help you have your best year ever.
This author suggests that there are 5 Rs to evaluating your marketing efforts. Check it out.
Rethinking your client newsletter? Personalization is the key. This piece offers 6 tips to creating a more personal newsletter that your clients will actually read and enjoy.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.
