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.
Let’s take a look at three different, but essential practice management topics this week. The first piece we are highlighting looks at the importance of your personal brand. Our second piece uncovers successful tips of working with women clients and prospects. The final piece for this week examines social media metrics.
This author makes the case that it’s not branding that matters, it’s your personal brand. Take a look at his insights.
This in-depth piece is chock full of ideas to help you succeed with the female clients and prospects you serve.
Not sure about social media metrics and why they matter? Read on to learn the fundamentals and their importance.
Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.
