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The Importance of Your Marketing Funnel, The Phases of Retirement and Measuring Your Digital Marketing

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 ringing in the new year with marketing and goal-based content. First up is a piece that examines the cost of inbound marketing. Next, we have a piece that highlights the necessary marketing tactics advisors should be using this year. Our final piece focuses on business planning and goals to expand your business in 2023.

Inbound marketing is more effective than outbound marketing, but what does it cost? Check this piece out for a deep dive on the price tag of inbound marketing this year.


What marketing moves do you need to make for your practice this year? This piece offers 6 winning moves to make in 2023.


Whether you have already established your 2023 business goals or are still refining them, it’s not too late to read this piece about 3 goals to enhance your growth this year.


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