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Practice Management

3 Must-Read Pieces for Practice Management: May 6 Edition

Kristan Wojnar, RCC™ May 06, 2019


Every two weeks, 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 diving into the subjects of managing comments on your blog, creating an onboarding client checklist and tricks to get your blog posts to show up in internet searches. First up is an interesting read to help you manage your financial blog comments. Second, we are looking at a piece that outlines a step-by-step checklist to onboard new clients. Our final piece provides tips to get your blog posts to appear in Google searches.

How do you handle managing the comments you receive on your firm’s blog? Check this piece out for some sound advice on how to manage spam, guidelines and if you should delete comments.

Do you have a checklist to onboard your new clients? This author suggests an onboarding process is imperative and also provides a 15-step checklist.

How on earth do you get your blog posts to show up in Google searches? This piece gives 11 tricks of the trade to get your posts to appear in searches.

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