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 replying to LinkedIn messages, identifying the benefits of how you help your clients and measuring digital marketing. First up is an interesting read about why you should always respond to LinkedIn messages. Our next piece examines why you shouldn’t focus on what makes you different from other financial advisors, but instead focus on why you help clients. Our final piece for this week offers strategies on measuring your digital marketing efforts.
We often get inundated with messages and responses to posts on LinkedIn. Is it important to respond to each one? This author says yes. Read on to learn why.
Most financial advisors offer the same services. This author suggests not getting hung up on what makes you different from other advisors. Instead, focus on how you help your clients. Take a look.
Tracking and measuring your digital marketing is important and can be challenging too. This author provides several recommendations on measuring your digital marketing success. Check it out.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.
