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’s actionable practice management subjects center around compelling website copy, successful succession planning and demonstrating your value with prospects. In our first piece this week, we are digging into elevating your website copy. In our second piece, we are looking at creating your succession plan. Our final piece examines how to demonstrate your value to make prospects choose you as their advisor.
Does your website copy stand out? When was the last time you revisited it? This piece provides three principles to adhere to when writing or refining your copy.
This author says succession planning is not something to be feared but something to be planned for. Read on for tips on creating a successful succession plan.
This piece suggests that demonstrating value through content and engagement marketing will result in more prospects choosing you. Check it out.
