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Relentless Prospecting, LinkedIn Habits to Break and Publishing Fees on Your Site

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 engaging in the practice management areas of client acquisition, social media habits to lose and publishing your fees. Our first piece this week looks at your prospecting mindset. The next blog we have outlines habits advisors should break on social media, specifically on LinkedIn. Our final commentary advocates why you should publish your fees on your website.

Do you have a relentless prospecting mindset? This quick video is worth your time to learn 5 prospecting tips to implement this quarter in order to acquire new clients post COVID-19.

Are you guilty of any of these LinkedIn habits? This author suggests 10 things financial advisors should stop doing right now.

To publish or not to publish? There has always been healthy debate as to whether financial advisors should publish their fees on their website. Check out this video for 3 reasons why you should list your fees and services on your site.

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