Continue to site >
Trending ETFs

Compelling Home Page Copy, Marketing Metrics and Discovery Meeting Tactics

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.


We are exploring three very different but important topics this week. Our first piece examines how to use social proof on your website. Next up is a piece that delves into becoming a better podcast host. Last but not least, we have an in-depth article on helping your clients and prospects who are caregivers.

Implementing social proof on your website is an excellent way to reaffirm how you help your clients succeed. It also increases conversions on your website. This piece offers six compliance-friendly ways to incorporate social proof on your website to help build trust while capturing new leads.

An engaging host is crucial to a podcast’s success. Some hosts are natural entertainers, while others have to spend more time honing their skills. Whichever group you fall into, this blog offers seven tips to help improve interviews and up your podcast host game as an advisor.


Research shows more than 40 million Americans provide care for someone age 50 or older. Caregivers often feel like they have an unknown set of problems and a maze of services to navigate. This piece offers several resources to offer your clients, so they don’t feel like they have to go it alone – ultimately, strengthening your advisor-client relationship.