The Power of Process, Your Ideal Number of Clients and Engaging Email Newsletters
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The Power of Process, Your Ideal Number of Clients and Engaging Email Newsletters


Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management Channel.

This week, we are tackling the practice management topics of creating processes, your ideal number of clients and creating engaging email newsletters. Our first piece of the week takes a deep dive into creating standard operating procedures for your business. Our next piece is a video that covers why more isn’t always better. Our final piece provides tips to engage your client contact list.

Creating and implementing standard operating procedures for your practice can make you more efficient and provide more consistent service for your clients. This is a fantastic piece to help you get started.

More is not always better. Taking on too many clients is risky. This quick video provides great tips about deciding how many clients you can comfortably provide exceptional service to.

While social media marketing is important, that does not mean that email marketing should go to the wayside. Here are 6 tips to help you create engaging and effective email marketing campaigns.

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