Must-Read Pieces for Practice Management

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Practice Management

3 Must-Read Pieces for Practice Management: April 8 Edition

Kristan Wojnar, RCC™ Apr 08, 2019

Every two weeks, 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 center to differentiate yourself with new ideas and build enduring client relationships.
Our three pieces this week all focus on social media and your advisory practice. First up is a piece that highlights what clients want from an advisor’s Facebook page. Second, we have a piece that focuses on the important issue of whether or not to make your social media personal. Our final piece this week looks at your overall social media strategy for your business.

Unsure what to include on your firm’s Facebook page? This piece highlights the 5 things that clients and prospects look for on your business Facebook page.

Do you express your personal views on your business social media pages? This is a good read that might make you think twice before you make personal posts.

Check out these 5 steps to help you with your overall social media strategy.

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


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