Continue to site >
Trending ETFs

Frequency of Contact, Virtual Presentation Tips and Center of Influence Referrals

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 tackling the topics of your client contact frequency, virtual presenting and gaining referrals from your centers of influence (COIs). First up is a step-by-step piece about how often you should email your network. Our second piece provides pointers on improving your virtual presentations. Last but not least is a podcast that covers how to drive more referrals from your COIs.

Are you emailing your clients too much or too little? This piece will help you boost your email marketing metrics in 5 steps.

Looking to improve your virtual client seminars and presentations? Check out this quick video for 3 great tips.

Do you have an established referral management strategy? This podcast highlights why you should have a process and how to connect with the right COIs.

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