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Reassessing Weekly Commentary, Revisiting Pre-COVID Prospects and the Power of Social Proof

Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our Practice Management Channel.

Let’s take a look at three different, but insightful topics this week. First up, is a piece that may have you rethinking whether you should be sending out weekly commentary. Next, we have a piece that tells us that it is time to resuscitate your pre-pandemic prospects if you haven’t already. Our final article says your 2022 focus should be on social proof.

Do you send out a weekly commentary to your clients? This author says you shouldn’t. Read on to learn why.

This insightful piece tells us that casual relationships are key to ideal prospects. Many casual relationships have drifted away for some due to the pandemic. Now is the time to revive them with these 4 steps.

This author suggests that advisors should forget referrals this year and focus on the power of social proof instead. Here are five ways to use social proof in your marketing efforts.

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