Every month, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management center to differentiate yourself with new ideas and build enduring client relationships.
We are diving into technology topics this week. First, we are looking at how you can use YouTube to build your advisory business. Second, we are taking a look at how creating webinars can revolutionize your marketing. Our final piece looks at tips for learning new financial software.
This author makes a case for why YouTube is a great platform for financial advisors. It also provides tips to help you make killer YouTube videos. Check it out!
Whether you are a novice or experienced at webinars, this is an excellent read with fantastic tips to creating powerful webinars for clients and prospects.
Learning new financial software can be daunting. Here are 4 tips for learning new FinTech tools.
Don’t forget to visit our News section to catch the latest updates.
