3 Must-Read Pieces for Practice Management: May 6 Edition

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Practice Management

3 Must-Read Pieces for Practice Management: May 6 Edition

Kristan Wojnar, RCC™ May 06, 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.
We are taking a look at the subjects of when to post on social media, advisor marketing ideas and things you shouldn’t say to your Millennial clients. First up is a quick read about what time of day is best to post on social media. Second, we are taking a look at a piece that offers creative marketing ideas for advisors. Our final piece this week highlights words that you should avoid with Millennial clients and prospects.

Ever wonder when the best time of day is to post on social media to get clients to read your posts? This piece offers research on when might be the best time.

Looking for new marketing ideas? Check out this piece for 25 creative financial advisor marketing strategies.

Have you made any of these mistakes before? Read on for 10 things financial advisors should never say or do to Millennial clients.

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


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