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.
Our practice management subjects for this week center around creating your ideal client profile, building your email list and how to invite your personal friends to like your business Facebook page. Our first read this week is about how to create your ideal client profile. Our next piece takes a deep dive on getting better results with email marketing. Our final piece for this week covers how and why to invite your friends to like your advisory firm Facebook page.
Do you have clarity around your target audience? To maximize your marketing efforts, you need to know all of the characteristics of your ideal client. This is a great piece to help you get started. It also provides a worksheet to assist you.
Want to achieve better results from your email marketing? This piece will provide you with valuable tips to improve your emails going forward.
There are definite benefits to inviting your personal friends to like your business Facebook page. Check this piece out to learn the benefits and how to invite them.
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