Continue to site >
Trending ETFs

Efficient Call Scheduling, Optimizing Technology in Your Practice, and Identifying Your Niche

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 looking at efficiency, technology and choosing your niche. Our first practice management piece highlights how to set up an online tool to allow prospects to schedule a call with you without calling or emailing your office. Our next piece examines why technology is a frustration for so many advisors. The final piece of the week helps you identify your niche, if you don’t already have one.

Tired of going back and forth via email trying to set up a call with a prospect or client? This blog suggests an online appointment scheduler that you can configure on your website that syncs to your calendar. It will save you time and make you more efficient.


Technology is a major headache for many advisors. This author suggests creating a tech map to create clarity. Check it out.


Identifying and serving a specific niche sets you up to connect with people you want to do business with. This piece provides 8 questions to help you choose your specific niche.


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