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.
Our subject matters for this week concentrate on new ideas for your advisory business, longevity planning and inspiration for social media posts. The first piece we have focuses on gaining a new perspective on your business. Second, we have a very insightful piece on building your longevity network. Our final piece of the week provides creative post ideas for your social channels.
Do you struggle with the balance of working in and working on your business? This author brings 5 ways to spark new thinking if you are grappling for ideas.
There is no denying that longevity is changing retirement and your clients will require a wide range of longevity solutions. This piece provides several suggestions to help you in building your longevity network.
Creating frequent social media content posts can certainly be challenging. If you are looking for fresh ideas, this piece offers 20 questions to ask yourself to create new and valuable posts.
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