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Creating Team Capacity, Purposeful Succession Planning and Successful LinkedIn Strategies

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.

This week we are diving into the themes of team capacity, succession planning and LinkedIn tactics. First, we have a piece that explores how to create capacity on your advisory team. Second, we have a piece that looks closely at creating a purposeful succession plan. Last but not least, we take a deep dive on asking your LinkedIn connections to introduce you to their LinkedIn connections.

This piece suggests that your team members should be spending 60% to 70% of their week on the three to five things that only they can and should do. It also provides a helpful tool to help your team members create capacity.

Succession planning is critical whether you are a sole practitioner or part of a large team. This insightful piece will get you thinking about creating a purposeful succession plan.

This piece provides a turnkey process for turning cold-messaging prospecting on LinkedIn into warm leads.

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