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Practice Management

3 Must-Read Pieces for Practice Management: July 15 Edition

Kristan Wojnar, RCC™ Jul 15, 2019


Every month, 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 center.


This week we are looking at three pieces focused on your social media practices. Our first piece looks at optimizing your LinkedIn headline. Our second piece takes a look at Facebook marketing tips for financial advisors. Our final piece this week provides social media to-do checklists to stay organized so you will not miss a beat.

Is your LinkedIn headline both interesting and catchy? Read this piece for ideas on how to optimize your 120-character hook!

Are you using Facebook effectively to gain new ideal clients? Check out this piece for 6 ideas for Facebook marketing success.

A solid social media strategy can take a substantial amount of time. This is an excellent piece that provides daily, weekly and monthly to-dos to maximize your efforts in order to see results.

Don’t forget to visit our News section to catch the latest updates.

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