Every week, 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 to differentiate yourself with new ideas and build enduring client relationships.
We are tackling the topics of blogging, story selling and advisor authenticity this week. Our first piece looks at why many financial advisor blogs fail. Our second piece provides a great story selling example to use with clients during the pandemic. Our final piece this week discusses the importance of authenticity in marketing.
Many advisors have embraced a digital direction and have created an advisory blog. This piece provides 6 blogging mistakes to avoid to ensure your efforts are successful.
Do you use story selling with your clients? Using stories and analogies to explain complex financial topics to clients is an extremely powerful concept. Check out this story selling idea about baking and staying invested.
Looking to attract new ideal clients? The key just might be authentic marketing. Take a look at this piece for ways to authentically market yourself.
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