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 topics for this week center around social media engagement, growing your ideal client base and common traits of elite financial advisors. Our first article highlights how to increase social media engagement. Our next piece looks at growing your ideal clients to create your ideal practice. Our last piece of the week highlights successful traits of elite advisors.
Do you want to increase your social engagement? Read this piece for effective tactics and ideas to double your social media engagement rates.
This blog suggests in order to grow your ideal practice, you must grow your ideal clients. Check out these 5 traits of ideal clients.
Research from this firm identified 4 qualities that elite financial advisors share. Read on to learn the shared traits and assess whether or not you possess them.
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