Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management Channel.
The dog days of summer are in full swing, and we are heating things up on the practice management front this week with three pieces to help you build your business. First up is a piece focused on creating client video testimonials. Our second piece looks at creative social posts that other industries use. Our final piece for this week covers how great advisors demonstrate their value.
In the spring the SEC updated their ruling on testimonials, and now RIAs can use both written and video testimonials. Here are some great tips to master your client video testimonials.
Looking for ways to mix up your social media posts? Here are 8 fantastic ways other industries are keeping their social posts creative and relevant. Check them out!
If you need some new ideas to demonstrate your value to your clients, then look no further. This insightful piece offers tips on what great advisors do to add value.
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