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Staying Emotionally Neutral, Gaining Referrals from Social Media Content and Guiding Philanthropic 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 diving into the topics of staying emotionally neutral, obtaining referrals from your social media content, and helping clients with their philanthropic wishes. Our first piece for the week looks at not getting overly emotionally involved with industry news. Our next piece focuses on the connection between your social content and referrals. The final piece for the week examines how to guide philanthropically minded clients.

Let’s be honest, the amount of industry information coming at us each day can be extremely overwhelming. This quick video reminds us that some industry news can send you into an emotional spiral. Focus on staying emotionally neutral and looking for useful information. Check it out.

Social media plays a significant role in referral flows. Read on to learn about the connection between social content and referrals.

Do you have clients who are looking to fulfill charitable desires? Take a look at this piece for some best practices and tips for advisors when working with clients to develop a charitable giving road map.

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