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 center to differentiate yourself with new ideas and build enduring client relationships.
Let’s take a look this week at the subjects of quarantine best reads, mastering client acquisition through conducting online webinars and leveraging your team in order to grow exponentially.
With summer rapidly approaching and most of your plans being put on hold, what is on your reading list while you quarantine? Check out this powerhouse reading list to help you through the crisis.
Not sure how to prospect during the pandemic? Read this piece for a process to help you prospect using webinars.
Are you looking to grow your team, but don’t know how to start? Take a look at this piece for ideas to get the most out of your team.
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