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.
Our three themes for this week focus on blog post topics, establishing a personal connection through your marketing and effectively using your time. First up, we have a piece that discusses blog posts that pique the interest of your clients and prospects. Next, we have a piece that covers where to personalize your advisor marketing. Our final piece for this week highlights identifying key obstacles in your business.
Want to provide value for your clients and prospects but find yourself struggling with what your blog page should say? This is a common challenge for advisors. Read on for 5 top-performing blog posts that drive audience engagement.
The financial services industry tends to lean toward statistics and charts. While these have their place, this author says if you don’t tap into the power of personalization in your marketing messages, you may lose prospects. This piece suggests ways to use personalization to build relationships and enhance your marketing.
Your time is your most valuable asset. By identifying and conquering your biggest obstacle, you can maximize your results. Check out this quick video to help you identify your bottlenecks so you can use your time most effectively.