Every month, 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 center to differentiate yourself with new ideas and build enduring client relationships.
This week we are focused on the topics of prospecting and marketing, which are two critical efforts advisors need to stay focused on during turbulent times. Our first two pieces are concentrated on prospecting. Contrary to what may be popular belief, it is still possible to prospect during the crisis we are enduring. Our final piece this week highlights why it is important to stay focused on your marketing efforts now more than ever.
Does the idea of prospecting seem challenging right now? Believe it or not, done properly, now is a powerful time to be prospecting. This piece provides 4 steps to proactive ways of prospecting while social distancing.
Investors need your expertise now more than ever. The time is now to call prospects. Check out these actionable ideas to prospect with confidence during difficult times.
When the market is down like it is now, many advisors look to cut expenses. Your marketing efforts should not be reduced! Read this piece for 3 reasons you should avoid cutting your marketing budget.
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