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 the themes of driving client action, navigating artificial intelligence content risks and determining your digital marketing budget. The first article this week covers guiding clients through complex financial decisions. Our second piece digs into the risk advisors who rely solely on AI-generated content face. Finally, we have a blog examining how much money advisors should spend on digital marketing.
Need help influencing positive change in clients’ financial behaviors and decisions? This piece looks at 4 steps to drive clients to take action.
This author says while AI tools have revolutionized content creation efficiency, they can introduce significant risks. This article highlights the hidden risks. Check it out.
This piece looks at the percentage of financial advisor revenue that should be allocated to digital marketing, why digital marketing is crucial, the timeline for seeing measurable results, and the risks associated with underinvesting.
