3 Must-Read Pieces for Practice Management

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advisor practice march 26

Practice Management

3 Must-Read Pieces for Practice Management: March 26 Edition

Kristan Wojnar, RCC™ Mar 26, 2019

Each fortnight, we bring you a curated list of articles handpicked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management center to differentiate yourself with new ideas and build enduring client relationships.
This week we are looking at the topics of website design, website homepages and marketing to women. First, we have a piece that offers website design tips for non-designers. Next, we have a piece that focuses on a key mistake financial advisors make on their website homepages. Our final piece this week overviews ways to market specifically to women.

You are a financial advisor, not a website designer. Here are 5 great website design tips for non-designers.

What is the headline on your website homepage? Read on to be sure you aren’t making a crucial mistake.

Check out this quick read for 5 tips to successfully market to women clients.

Don’t forget to visit our News section to catch the latest updates.


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