Continue to site >
Trending ETFs

Creating a Marketing Plan, the Value of Your Advice and Sticking to Your 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.


We are closing out this quarter with articles about scaling your practice, choosing the right images and getting clients to return your calls. Our first piece looks at ways to scale your practice. Next up is a piece that helps you choose the best images for your social media posts. Our final piece provides great ideas to get hard-to-reach clients to return your phone calls.

Looking for ways to grow your practice? Check this piece out for 5 creative strategies advisors are using to deepen client relationships and build new ones.


Strong images can boost your social media presence. This in-depth piece offers ways to increase engagement and grow your audience by selecting the very best images.


This piece examines two types of clients and provides ideas of how to get those hard-to-reach clients to return your call the next time you have to leave them a message.


Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.