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Trackable Habits, Navigating Stress as an Advisor, and Customized Content

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.

We are kicking off 2024 strong with three great reads. Our first piece looks at one activity every advisor should track this year. Our second piece covers managing stress as a financial advisor. Finally, we have a blog that explains why custom content is so important in your marketing efforts.

If you are looking for a new business habit to establish and track as we start the new year, check this piece out.

A new year means a new you. If you struggle with navigating the inevitable stresses of being a financial advisor, this piece offers strategies to help you put stress in its place.

There is tremendous power in personalized marketing content. This piece explains 5 reasons why custom content always beats canned.