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Virtual Events, Building Your Centers of Influence and Gaining Client Feedback

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.

As we close out 2020, we are looking at 3 powerful practice management themes this week to super charge your new year. First up is an extremely comprehensive piece about virtual marketing strategies. Second, we have a piece about building your list of centers of influence. Our final piece covers ways for you to gain valuable client feedback.

Looking for creative ideas to gain new business through virtual events? This in-depth piece provides 21 virtual event strategies to boost your business as we enter 2021.

A robust network of centers of influence (COI) is essential for every financial advisor. This piece will help you to brainstorm a list of your top 10 COIs to partner with in the new year.

Do you regularly obtain client feedback? This piece overviews the best ways to gain priceless feedback from clients in order to improve your overall client service in 2021.

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