Continue to site >
Trending ETFs

Recession-Proof Marketing, Top SEO Keywords and Cranking up Your 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.


Our topics for this week are concentrated on your website, marketing analytics and discovery meetings. First up is a great piece about how to write engaging copy for your website. Our second piece looks at marketing metrics that all financial advisors should be tracking. Finally, we have a deep dive on conducting high impact discovery meetings.

How compelling is your homepage copy on your advisory site? This piece provides 8 solid tips for writing homepage copy that will engage your site visitors.


Only 3 percent of bloggers use analytics. Check out this blog for 3 metrics every advisor should be measuring.


This author says there are four pillars for planning and holding the ultimate discovery meeting. Read this piece before your next big prospect meeting to build trust and have meaningful conversations.


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