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.
As we jump into another week, we are concentrating on the themes of successful professional referral relationships, hiring a virtual assistant and creating a financial advisor blog. Our first piece of the week looks at creating fruitful referral relationships. Our second piece examines what to look for when hiring a virtual assistant. Last but not least we have a piece that takes you step by step through creating an advisory blog.
Want to cultivate active and prosperous relationships with other outside professionals? This piece highlights seven ways to nurture successful relationships with other professional advice professionals.
More and more advisors and advisory teams are hiring virtual assistants. This piece suggests two important things to look for when hiring a virtual assistant.
Blogs are a great engine for generating leads for your business. Check this piece out for 5 steps to creating a blog for your advisory practice.
