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Video Messaging, Demonstrating You Care and Top Advisor Conferences

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.


This week we are touching on the topics of utilizing video messaging, ways to show you care and top conferences for this year. First, we have a piece that takes a deep dive into using video messaging to connect with your clients and prospects. Next up we have a piece that provides an easy way to show you care. Our final piece this week highlights top advisor conferences you don’t want to miss.

Building relationships with clients, prospects, centers of influence, and your team requires focused attention. Video messaging is a simple, low-cost technology method to help you. Check out this author’s tips to get you started.


Looking for an easy way to demonstrate to your clients, prospects, and centers of influence that you care about them? Take a look at this quick video.

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Here’s a list of 10 financial advisor conferences that you don’t want to miss in 2022.

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