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.
This week we are diving into the subjects of infographics, words that can make a big difference and referral source reviews. First, we have a piece that looks at visual graphics as a powerful marketing tool. Next up is a piece that suggests how a few words can make a big difference in your business. Our final piece this week is an interesting blog that suggests conducting a yearly referral source review.
Chances are you might be blogging to enhance your online presence, but have you tried using infographics to gain the same benefits? Check out this guide to infographics for financial advisors.
What 3 little words can make a big difference to your business (and your personal life)? Read on to learn how words can make an impact.
Referrals are essential to your advisory practice. Do you conduct a yearly review on where your referrals come from? This is a great read to get you thinking about how you attract referrals and keep them growing.
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