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.
Need some new practice management ideas? Then look no further. We are bringing you ideas this week about intimate client events, sharpening your referral marketing and drip campaigns. First up is an in-depth piece about prospecting with intimate client events. Our next piece looks at referral marketing tactics. The last piece for this week explores various types of drip campaigns to implement in your practice.
Looking to prospect new affluent clients? Intimate client events can help you deepen your current affluent client relationships and cultivate new ones.
If you are looking for an effective way to grow your business, check this piece out for proven ways to drive more referrals.
Are drip campaigns part of your marketing strategy? Learn about the different types of drip campaigns in this piece, each with their own objective.
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