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Your Ideal Number of Great Clients, Promoting Your YouTube Channel and 3 Types of Media for Successful Marketing Today

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 must-read practice management pieces for this week look at the subjects of number of ideal clients, promoting your YouTube channel and types of media for a successful digital marketing strategy. First, we have a piece that looks at the number of ideal clients you need to be a successful advisor and the answer may surprise you. Next up, is a great piece that provides actionable tips to increase traffic to your YouTube channel. Last, but certainly not least, we have a quick read that will get you thinking about your digital marketing strategy and what types of media you are using.

How many ideal clients do you have? This industry expert suggests advisor success requires just 50 great ideal clients. This in-depth piece is worth the read.

More and more advisors are taking the plunge and creating YouTube channels to share their video content. This blog provides 10 ways to promote your channel and increase traffic.

What is your digital marketing strategy? Are you using these 3 types of media to execute your strategy? Read on to learn about all 3 types and to decide which will make the most impact on your brand.

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