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Great Reads, Social Media Impressions and Working with Adult Children of Deceased Clients

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.

Our must-read pieces for this week look at great advisor books, how impressions work on social media and insight on working with adult children after a parental death. First up is a piece that highlights great financial advisor books to read. Next we have a piece that explains exactly how impressions work on all of your social media channels. Our final piece of the week provides insight into working with the children of deceased parents.

Looking for some summer business book reads? This blog has 8 fantastic financial advisor books.

Ever wonder how impressions actually work on social media? Here’s a guide for advisors on how each social platform measures impressions.

Losing a parent is extremely difficult. During bereavement, siblings may handle their emotions quite differently. This piece offers 6 takeaways for financial advisors working with adult children after a parent passes away.

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