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.
As we head into this week, we are exploring the subjects of prospecting metrics, secondary meetings and LinkedIn missteps. First up we have a blog that shares unconventional metrics that have the potential to transform your business. Next, we have a piece that explains the impact of secondary meetings. Our final read of the week examines what advisors are missing when it comes to their LinkedIn campaigns.
This author shares 4 unconventional key performance indicators that measure success, from client impact to work-life balance. Read on for ways to move the needle without burnout.
This blog explains the superpower of implementing the secondary meeting—a meeting after an initial ideal client meeting. Check it out.
Want to know why your LinkedIn campaigns aren’t working the way you’d like them to? This author breaks down the most common mistakes advisors make and explains what to do instead.
