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Converting Leads from Social Media, Minimizing Referral Risk and Strong Team Communication

Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management Channel.

Our topics for this week center around lead conversion and social media, minimizing referral risk and strong team communication. First up is a video that addresses which social media channel converts the most leads. Next we have an interesting blog that covers how to reduce your referral risk with clients. Our final piece for the week is about how high-performing teams are communicating during COVID-19.

Ever wonder which social channel converts the most leads for advisors? Check out this quick video for the answer, as well as 6 tips for better lead conversion.

Let’s face it, some clients refer far more than others. This is a thought-provoking piece about reducing “referral risk” and 5 steps to take to avoid referral friction.

While external communication with clients has truly been imperative during the COVID-19 pandemic, elite teams have also been paying extremely close attention to their internal communication as well. This piece provides 7 best practices for strong internal team communication.

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