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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 completely focused on your marketing strategies and tactics. Our first piece highlights the best marketing opportunities for your advisory business for this year. Next up is a piece that provides a checklist for improving your marketing efforts. Our final piece for the week suggests advisors need to think differently about marketing this year and gaining more ideal clients.
What are the biggest marketing opportunities for 2021? Check out this piece for the top 7.
Need a checklist to improve your marketing efforts this year? Look no further, here’s your 7-point checklist.
As the pandemic continues, advisors will need to continue to think differently about their marketing efforts. This author suggests ways to think differently in order to acquire more of your ideal clients.
Don’t forget to visit our News section to catch the latest updates.