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Overrated Marketing Tactics, Managing Capacity Issues and Affluent Website Strategies

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 focusing on three powerful themes this week. Our first piece looks at expensive marketing tactics that just may not be worth the spending of your marketing dollars. Our next piece examines capacity challenges for financial advisors. The final piece of this week provides tips for creating an affluent client friendly website.

Some marketing tactics just aren’t worth the high-ticket prices. This author shares her insights on 5 marketing services that she says simply aren’t worth it.


If you are facing capacity issues, you aren’t alone. This author says it’s the number one challenge elite advisors are navigating today. He suggests 6 areas to help you manage your capacity as an advisor. Read on to learn them.


Looking to attract high-net-worth clients? This piece provides 5 tips to get this highly coveted market looking at you.


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