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Decision Mapping, Outsourcing Your Marketing and Determining Ideal Clients

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 subjects for this week center around making decisions, whether to outsource your marketing and identifying ideal clients. First is an insightful piece that helps with making decisions about your practice. Our next piece examines if outsourcing your marketing is right for you. The final piece this week takes an in-depth look at tailoring your business for ideal clients.

Faced with an important business decision? Try using the questions on this decision mapping tool to help you decide.


There are both pros and cons to outsourcing your marketing versus hiring internally. This piece provides questions to consider in order to aid you in your decision.


Having a clear understanding of who your ideal client is will help you stay focused on tailoring your practice to their specific needs. Check this piece out for 4 steps to identifying your ideal client and positioning your practice for success.


Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.