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CPA Partnerships, Engaging Couples and Creating a Repeatable Advisor Onboarding Process

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.


This week we are focused on logos, prospecting and understanding your clients’ personalities. To start, we have a piece that discusses the importance of your advisory firm’s logo and how to improve it. Next, we have an article that argues taking a narrower approach to business development might work best. Our final piece of the week takes a deep dive on understanding different personality types and how to adjust your approach when working with each type.

Whether you’re looking to improve your current logo or creating your very first one, this piece offers 10 ways to develop or refine your advisory firm’s logo.

Prospecting is less difficult with a focused approach. This piece says to take the guesswork out of your prospecting efforts and focus on identifying your ideal clients who are the best fit for your advisory services. Read on to learn the steps for gathering market intelligence on your ideal client.


Ever wish you could get inside of your clients’ and prospects’ heads? Check this piece out for ways to understand personality psychology.