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.
The summer is heating up and we are bringing you the best of the best. First, we have a piece highlighting top influencers in the financial services industry. Next, we have a blog that covers the best practice management podcasts. Last but not least, is a list of the cream of the crop when it comes to summer must-read books for financial advisors.
Who are the best influencers for financial advisors to stay ahead of the game? This list has you covered with the top 35 influencers in 2024.
There certainly is no shortage when it comes to financial services podcasts. This author has highlighted the top practice management podcasts to elevate your business with actionable strategies.
Summer is here and if you are looking for some great summer reads, check out this top 12 list of best books for financial advisors.