Every month, 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.
It’s a sign of the times – this week we are looking at all things digital. Our first blog this week looks at ways to look as professional as possible on your next video call. Next up we have a blog that addresses clients and prospects who avoid digital engagement. Our final blog defines snackable content and why you should create it.
Burned out from too many virtual calls? Read this piece for 4 tips on how to rock your next video call.
Research shows there are still many clients who prefer face-to-face relationships. For advisors who are shifting to a digital strategy, this author suggests you may want to screen prospects for avoidance of digital engagement. Read on for 5 signs your prospective client may be digitally reluctant.
What is snackable content? Check this quick read out to learn more about what it is and why advisors need to create it.
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