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 roundup of articles this week includes non-traditional networking tactics, marketing strategies, and questions advisors wonder about female clients. First up is a piece that turns the concept of traditional networking strategies on its head. Next up we have a piece that examines effective advisor marketing techniques. Our final article highlights pressing questions financial advisors have about women investors.
This easy read says the principles of networking that work might be contrary to what you believe about traditional networking. Take a look.
This piece offers 8 cost-effective financial services marketing strategies to reach new ideal clients and prospects.
Many advisors want to attract and serve more female clients to drive future business — and the majority have the exact same questions. Read on to learn the top 3 questions advisors ask most about women investors and uncover the answers too.