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Marketing Challenges, Compliance Hurdles and Earning Life-Long Clients

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.

We are focused on marketing challenges, compliance hurdles and building life-long clients this week. Our first piece examines the pressures advisors face to stay ahead of the curve with innovative marketing strategies. Next, we have a podcast that discusses handling compliance hurdles. Our final piece of the week shares the ingredients of creating life-long clients.

Marketing innovation is imperative for advisors to meet the needs of their clients. This piece provides tactics to remain relevant in today’s digital environment.

This podcast says it is possible to tame the compliance beast and to move from foe to friend. Take a listen for best practices to adjust your course, to work with compliance instead of against them and to create a better relationship with your compliance department.

Client relationships are the lifeblood of your advisory practice. This piece provides a matrix and key ingredients for earning clients for life as a trusted advisor.