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.
Autumn is in full swing, and our trending topics this week focus on common mistakes great advisors make, why client friendships are important, and ditching marketing budgets. First up, we have a piece that examines why great advisors fail to get new business. Our second piece looks at why advisors need more client friendships. Our final piece this week suggests walking away from marketing budgets.
Top advisors don’t always achieve great marketing results. This piece highlights the most common marketing mistakes top advisors make as well as what makes a successful marketing strategy.
Are your clients your friends? As clients develop a bond with you, they create emotional connections and their confidence increases in that you are acting in their best interest. Read on to learn more about the benefits of client friendships to your business.
This author makes the case that having a well-defined marketing plan specific to your business is far more important than following a random marketing budget rule. Read on to learn why.
Don’t forget to check out our full list of Target-Date Funds while designing retirement solutions for your clients.
