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The Positives of Pessimism, Declining Referrals and SEO Best Practices

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 closing out this month strong with some tough topics. We are looking at the subjects of pessimism, turning down referrals and website ranking search results. It sounds a bit like an oxymoron, but our first piece this week looks at the positives of being a pessimist. Our second piece looks at how to say no to referrals that aren’t a good fit for your business. Our final piece takes a deep dive on speaking SEO.

Believe it or not, there is power in pessimism. This is an interesting read about how pessimism can actually create opportunities in your business.
 

It happens. Sometimes you receive a referral that is simply not the right fit for you and your business. How do you say no? This is a thoughtful read to help you.
 

Is your website search engine friendly? Check this piece out to learn the basics of SEO and how to take your strategy to the next level.
 

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