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 Channel center to differentiate yourself with new ideas and build enduring client relationships.
This week, we are taking a look at the subjects of special needs financial planning, setting goals for your practice, and advisor blogging. First, we have a piece that provides in-depth suggestions to help your clients with family members with special needs. Next, we have a piece about goal setting for financial advisors. Our last piece this week looks at financial advisor blogging.
Do you have clients or prospects who have a family member(s) with special needs? Special needs financial planning is an intricate process. This is an excellent piece to help you carefully guide families through the process.
We are already half-way through 2020. While it certainly has been an unusual year, if you are looking for ways to redefine and hit your goals, check this piece out:
Do you believe that blogging is the heart of digital marketing? This research-based piece suggests the future of financial advisors finding new clients will be through digital marketing.
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