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.
Want to up your game when it comes to your Google business profile, time management skills, and referrals? Then you’ve come to the right place. This week, our first piece provides tips to improve your Google business profile. Next up is a piece that says having a better understanding of the value of your time can make a big difference in your income. Our last piece of the week offers strategies to gain more ideal clients.
Research shows more affluent investors are looking online for financial advisors. This piece provides 10 ways to take your Google business profile to the next level.
Effective time management is a challenge for most advisors. Wasted time is a wasted opportunity you can never get back. This piece offers a formula to help you determine your time’s dollar value.
Check this piece out for ways to boost your referral efforts by organizing the tactics you’re currently using into a targeted and measurable strategy so you can potentially expand your business with more like-minded clients.
